As a critical bridge between Eastern and Western capital, the Hong Kong stock market is navigating complex challenges and opportunities brought by macroeconomic fluctuations and shifting fund flows. Recent data shows a notable rebound in the Hong Kong market, driven by supportive policies, with the topic of U.S.-listed Chinese stocks returning to Hong Kong once again taking center stage. What would a "Trump 2.0" macroeconomic landscape mean for the world? How are foreign funds influencing Chinese equities? And is the homecoming of U.S.-listed Chinese stocks an opportunity or a challenge?
Leveraging EPFR’s global fund flow analysis and CEIC’s macroeconomic data, this online seminar will dissect how macroeconomics and capital flows impact the Hong Kong stock market—helping you seize emerging opportunities.
Outline:
- Macroeconomics under Trump 2.0
- Analysis of Macroeconomics and Capital Flows
- The Past, Present and Future of Foreign-funded Funds towards Chinese-funded Stocks
- The Quantitative Application of the Capital Flows and Holdings of Foreign-funded Funds in Chinese-funded Stocks
Time & Date: 15:00-16:00 PM May 14, 2025
Language: Chinese
Speaker:
- Ranping Chen, Macroeconomist for the Greater China Region at ISI Markets (CEIC)
- Xinlei Shen, Head of Quantitative Research and China Research at ISI Markets (EPFR)
