Which Chinese stocks to Buy for 2H Recovery - if any??

It’s been a volatile market for global equities this year: geopolitical tensions, runaway inflations, Fed’s imminent tightening and recession talks in the US! 

Chinese equities have reached new lows for the last 12 months. Is it time to accumulate in anticipation of the year-end recovery? Will there be a recovery at all? How do we take advantage of the current volatilities?

Two of our own CBS seasoned equity fund managers, Jane Wu (CBS ‘13) and Stephen Lieu (CBS ‘14) will share their expert views with us. 

Guest Speaker Bio

Jane Wu (CBS’13) is the CIO of Springhill Fund, which is a public equity fund focusing on China and Asia healthcare. Prior to launching Springhill, she was a portfolio manager at Fidelity Management Research (FMR) where she covered the Asian healthcare sector and also ran the healthcare sleeve for the Fidelity EM series funds. Before joining FMR in 2012, Jane worked as an equity research analyst at CLSA covering the Chinese consumer sector, and at Credit Suisse doing program trading.

Jane earned her Bachelor of Economics degree in economics and finance from Tsinghua University and her MBA in Value Investing from Columbia Business School.

Stephen Lieu (CBS’14) is a portfolio manager at Fidelity Investments, co-managing the Fidelity Pacific Basin Fund which focuses on stocks across Asia and Australia. Prior to this role, he was co-manager of the Fidelity China Region Fund from 2018 to 2021. Before that, Stephen was a research analyst covering Asian technology stocks and Chinese consumer stocks. Prior to joining Fidelity in 2014, Stephen had a career in investment banking at Deutsche Bank, Greenhill & Co, and UBS. 

Stephen earned his bachelor of science in finance and accounting from The Wharton School at the University of Pennsylvania and his MBA from Columbia Business School.