How China’s changing demographics reshapes the investment landscape? Morningstar Institutional Conference Equities Research Session Recap

The demographic transition in China is expected to bring about significant changes to its economic structure in the coming decades.

Morningstar Analysts 03 August, 2017 | 11:24
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The demographic transition in China is expected to bring about significant changes to its economic structure in the coming decades. Morningstar’s senior equity analyst Chokwai Lee opened the session with an overview of Morningstar’s demographics study, followed by Mandy Chan, Head of China and Hong Kong Equities, HSBC Global Asset Management, presenting her perspectives as a portfolio manager.

The session concluded with a panel discussion between Chan and Morningstar’s senior equity analyst and team lead Dan Baker on how these demographic trends can translate into investment opportunities in China.

The panel moderator, Michael Holt, Morningstar’s head of global equity research wrapped up the discussion in the following video.

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