Due to effective control of the pandemic, Asian equities soared in 2020 and outperformed their peers. China, as the largest economy in the region, continues to implement structural reforms to achieve long-term quality growth. The region also strengthened its economic relations with the introduction of RCEP to foster international cooperation.
Embracing the new normal, emerging market investors are also concerned about high valuations of hot sectors and Sino-US tensions. Will China continue to become the engine of Asian equity markets? How will the stimulus and financial reforms affect the overall outlook of Asian equities in 2021?
In this webinar, we will discuss topics including:
Managing Director, Head of Business Development and Client Management, Europe, Markets & Securities Services, HSBC
Michelle joined HSBC Securities Services in August 2008. Michelle has extensive experience within the financial services industry in a variety of previous roles at Mellon Bank, AXA Framlington and The Bank of New York Mellon.
Since joining HSBC Michelle has held roles across Product, Business Development, Business Management and Change Management, working with Global Insurers and Asset Managers.
Head of UK, InvesTAO
Hillary Su joined InvesTAO in 2019, currently responsible for the fund distribution and institutional client relation across EMEA with a focus on the UK. Prior to InvesTAO, she was equities sales in Maybank Kim Eng, Everbright Sun Hung Kai and Haitong Securities in London, where she was also in charge of the company’s corporate access to Chinese listed companies. Before that, she worked for and KPMG in London, advising multinational corporates on market-entry risks in emerging countries.
Ms Su holds an MSc. from the London School of Economics and a BA with Honors from Ohio Wesleyan University.
Head of Asia ex-Japan Equities and Portfolio Manager, Janus Henderson Investors
Andrew Gillan is a Portfolio Manager at Janus Henderson Investors, responsible for the Asia Equity strategy. He has held this position since joining Henderson in 2014 and has 21 years of financial industry experience. Prior to Henderson, he was with Aberdeen Asset Management as an Asia and emerging markets equity fund manager and served as lead manager of an Asian investment trust. Before this, he was a graduate trainee in the UK equities division at Murray Johnstone.
Mr Gillan received an MA in French and European history with joint honours from the University of Edinburgh.
Portfolio Manager, ICBC Asset Management (Global) Company Limited
Allen Luo is the portfolio manager of the Equity Investment Department of ICBC Asset Management (Global) Company Limited. Mr Luo is the expertise in China New Economy and several sectors such as technology, internet, health care, consumer staples etc. The Mutual fund under his management has won the Best Total Return-Greater China Equity(1 year) 1st Runner-up and QDII segregated account has won the Best Mandate awards from Offshore China Fund Awards 2020.
Mr Luo obtained a bachelor’s degree in Finance from Renmin University of China and an MPhil degree in Economics from the Chinese University of Hong Kong.