CIO Series 18: Trump 2.0 and China 2025 – A European Perspective with Longview Economics

What happens if China reignites as the world’s growth engine? The rest of Asia could be the primary beneficiary, due to its close economic ties with China. Since 2020, ASEAN has become China’s largest trading partner, surpassing both the EU and the US. We believe there are undervalued investment opportunities in both China and Asia for a potential China recovery. For this CIO Series, we’ve invited Dan Kiang, founder and CIO of the Aqua Lake Fund, to share his institutional views of China and his best investment ideas for the region.

About Longview Economics
Longview Economics is an independent research consultancy specialising in global macro-economic research, financial market analysis and market volatility. Its mission since 2003 is to generate intelligent, objective investment advice which is free of bias and accessible to both institutional professionals and individuals managing their own portfolios. The firm has developed a reputation as "one of the best independent markets and economics research firms" (Forbes: July 2024)

About Chris Watling
Chris Watling is the CEO and Chief Market Strategist at Longview Economics, which he founded in 2003. Chris has been obsessed with markets and generating intelligent investment advice since beginning his career at Cazenove in 1994. Prior to that, he trained at KPMG in London. Outside the office Chris reads financial market (and other) history. He's also an avid sports enthusiast, watches most sports with his four sons, and runs an occasional marathon.