Emerging Markets "India vs China" Lunch

Join us for an Emerging Markets lunch, where we will focus on China and India, two of the most dynamic and evolving markets globally and two of the largest components within the EM and Asian asset classes. With Andy Chen, our Head of China Research based in Shanghai, and Aatman Ajmera, an Independent Research Consultant based in Mumbai, both in London, this is a valuable opportunity to explore key themes in greater depth and engage directly with our on-the-ground experts.

India, long regarded as a standout performer within emerging markets, has recently experienced a meaningful setback and has underperformed within both EM and Asian equities. This raises questions: are we approaching a turning point, and where do the most attractive opportunities now lie? We will also assess India’s current positioning within the evolving geopolitical landscape. Aatman will share his latest insights, data points, and investment perspectives.

China, while also challenged from a performance standpoint, is beginning to see a shift in investor sentiment following a period where it was widely viewed as “uninvestable.” More recently, AI-driven growth in markets such as Korea and Taiwan has dominated attention within EM and Asia. However, we see significant and underappreciated opportunities emerging within China, particularly across AI, robotics, advanced manufacturing, and healthcare, including pharma and biotech.

In addition, China’s geopolitical position has strengthened in recent years, supported by efforts to de-westernise supply chains. This is creating new dynamics within the economy and broadening the opportunity set for active stock picking. Andy will provide an up-to-date view on these developments, drawing on his deep, on-the-ground expertise.

We look forward to welcoming you for what we expect will be a highly engaging and thought-provoking discussion, and an opportunity to gain differentiated, on-the-ground insights into two of the most important markets in emerging equities today.

Please arrive at 12:30pm for a 12:45pm start.