Talking Point 

What Trump's trade war with China means for investors


Introduction

China recently opened its domestic equity market to overseas investors but this has been overlooked as heightened tensions with the US threaten to culminate in a trade war. 

FTAdviser has put together a panel of experts to discuss what these issues mean for adviser's clients who are invested in the region.

Join us at 12 noon on 23 May to put your questions to the experts and join the debate.

Email questions in advance to eleanor.duncan@ft.com and simoney.kyriakou@ft.com, Tweet us at @FTAdviser using the hashtag #FTAOnAir, or live chat with the panel on the day using the chat function below.

Agenda 1: Has Chinese growth peaked?

Investors and economists have been predicting a ‘hard landing’ in China for a while. But the country’s economy continues to defy predictions, posting strong growth. Still, Neil Woodford recently forecast slower growth prospects for China. Should investors still prepare for a deceleration? Or will the economic headwinds help to overcome any tailwinds?

Agenda 2: Opening up of China

Earlier this year, the Chinese domestic equity market was opened to foreign investors when MSCI announced it was adding 234 A-Shares to its emerging market indices. How has this impacted investor sentiment towards China? Are there now more opportunities to invest in this emerging market giant?

Agenda 3: Trade wars and tensions

It is no secret that US President Donald Trump has been ramping up tensions with China, fuelling concerns about a trade war. But is China vulnerable to a trade war with the US? What could the potential impact be on investors in Chinese equities? What are the chances that tensions between the US and China could escalate further?

Panellists: 

Craig Botham, emerging markets economist at Schroders.

Jake Moeller, head of Lipper UK and Ireland research at Thomson Reuters.

Cyrique Bourbon, portfolio manager at Morningstar Investment Management.

Bookmark this page for more updates. 

simoney.kyriakou@ft.com

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