Last updated: 14:49 / Thursday, 26 May 2022
VIS with Eastspring Investments

China and Emerging Countries without China, a New Framework for Portfolio Construction

From 24-May-2022
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  • ¿Qúe ventajas puede tener una estrtegia GEM ex China en la coyuntura actual? ¿Deben los inversores prepararse para un modelo de crecimiento más cauto en China?
  • Los gestores Adam Matthews, Ken Wong y Navin Hingorani intentarán desgranar estas y otras cuestiones durante el próximo VIS con Eastpring Investments el próximo 24 de mayo

After a brief update on Asian markets, in this session we are going to do a deep dive into the merits of a GEM (Global Emerging Markets) ex China approach and its impact on portfolio allocations, along with an update on what is happening on the ground in China. Eastspring Investments' upcoming Virtual Investment Summit on May 24 at 10am (ET) will bring these issues to the table. (To register as an attendee to this event click on this link)

After a challenging 2021, China has endured a wave of headwinds again in 2022; including ongoing fallout from its sector level regulatory crackdowns, continued stress among property developers, and most recently, city-wide lockdowns against the backdrop of the “Zero-Covid” policy.

Is China ready to hit the reset button in 2H 2022 with a major stimulus package focused on reflating the economy or should investors prepare themselves for a new, more cautious growth model emanating from China? Eastspring Investments Asia specialists Navin Hingorani, Ken Wong and Adam Matthews will examine how these results could affect the rest of Asia and emerging markets in general.

Adam Matthews, Head of Client Portfolio Managers (CPM), Eastspring Investments

Adam Matthews joined Eastspring Investments as the Head of Client Portfolio Managers (CPM) in September 2018.

Matthews is responsible for the management of the CPM team and is also the CPM for Eastspring’s Multi Asset Strategies. He works with the investment, sales, product as well as marketing teams to develop and promote clear investment messages for clients.

Prior to joining Eastspring Investments, Matthews had spent 2.5 years working on entrepreneurial ventures in financial tech and real estate. Previously, he was Head of RBC Global Asset Management in Asia where he focused on developing the institutional asset management business in Asia. Before RBC, he led the CPM team in Asia and Japan for JP Morgan Asset Management. Matthews began his career in corporate finance.

Matthews graduated from Queen’s University in Canada and holds a MSc Economics from the London School of Economics.

Navin Hingorani:

Navin Hingorani joined Eastspring Investments as Portfolio Manager in January 2011.

He is part of the Equity team and is a member of the Global Emerging Markets (GEM) focus team. He is also the back up Manager for the GEM Fundamental Value strategy.

Prior to joining Eastspring Investments, Hingorani worked as an Analyst at Bear Stearns in London. In 2003, Navin joined RMB Asset Management, focusing on US equities.
In 2006, Hingorani joined the Emerging Markets team at JP Morgan Asset Management in London, focusing on the EMEA region, and was subsequently promoted to Portfolio Manager, responsible for EMEA region. Navin has 20 years of financial industry experience.

Hingorani is a CFA charterholder and holds a Bachelor of Science (Hons) from UCL in Economics and a Master of Science in European Politics & Policy from London School of Economics.

Ken Wong:

Ken Wong joined Eastspring Investments as Client Portfolio Manager in December 2012.

He is responsible for articulating the strategy, process, positioning and performances of our various equity strategies within the Greater China region. Wong is also responsible for supporting sales and marketing activity as he works closely with the portfolio managers to develop and communicate information about the investment team, process, and performance to both institutional and retail audiences.

Prior to joining Eastspring Investments, Ken held various roles including Asia Pacific ex Japan Equity Portfolio Strategist at State Street Global Advisors, Global ex Japan Equity Product Specialist at Nomura Asset Management, and Asia Pacific Sales Director at FTSE International and Investment Management Specialist at Thomson Reuters. Ken has over 17 years of investment industry experience.

Wong holds a Master of Business Administration and a Master of Science in Investment Management from the Hong Kong University of Science and Technology and a BA degree in Economics (Hons) from the University of California, San Diego.

 


 

 

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