KB Securities Holds China Market Seminar Jointly with Asset Management Firms

[Asia Economy Reporter Kwon Jae-hee] KB Securities announced on the 10th that it will hold an online seminar sharing policy directions and sector-specific investment ideas following the Two Sessions, China's largest political event.

This seminar will be held online in collaboration with CSOP, a Hong Kong-based subsidiary of Southern Asset Management.

The seminar will be held twice, on the 14th and 24th. On the 14th, a live video seminar will be conducted for institutional clients, and on the 24th, it will be held for WM PBs through KB Securities' internal broadcast.

KB Securities Research Center plans to share an analysis of policy changes in 2020 based on the major economic targets revealed at the Two Sessions through the joint seminar with CSOP.

Amid expanding downward pressure on the Chinese economy recently, external risks are also becoming more uncertain, raising expectations for economic stimulus measures. The fiscal deficit rate announced at the 2022 Two Sessions slightly missed expectations, but considering last year's unused budget and local government special bonds, infrastructure investment is expected to show a rebound trend.

In Chinese stock investment, a strategy focusing on both old and new infrastructure is expected to be an important point. Suhyun Park, an analyst at KB Securities, will present promising ETFs along with prioritized specific sectors and investment ideas through this seminar.

Additionally, CSOP, co-hosting this seminar, is expected to explain detailed local conditions. In particular, Wang Yi, an analyst at CSOP, will present on regulations on Chinese platform companies, which have seen increasing declines since last year, and the triggers for their rebound.

Seungchang Yoo, head of KB Securities Research Center, said, "This seminar is meaningful as it provides an opportunity to access both asset management and securities research perspectives simultaneously," adding, "As customers' interest and investment scale in overseas investments increase, a separate seminar for WM division PBs as well as institutional clients will be prepared to deliver high-quality China-related investment information to customers."

Meanwhile, CSOP, a Hong Kong subsidiary of Southern Asset Management based in mainland China, is one of the major asset managers. It has launched various concept Chinese stock ETFs in Hong Kong and maintains a close collaborative relationship with its mainland parent company, Southern Asset Management.

This content was produced with the assistance of AI translation services.