China Investment Conference 2021

Agenda

Overview of daily sessions and streams

The China Investment Conference serves as a platform to share ideas and insights, and foster networks across a wide spectrum of thought leaders and decision makers. Learn more about our impressive lineup of speakers and the agenda for 2021 below.

Both English and Chinese channels will be available during live streaming.

Agenda: Tuesday, November 2 to Thursday, November 4, 2021
Corporate access meetings: Monday, November 1 to Friday, November 5, 2021

Download agenda (PDF)

Tuesday, November 2, 2021

09:00 HKT
21:00 – 1 Day EDT

Welcome address

Thomas Gottstein, Group CEO, Credit Suisse

09:05 HKT
21:05 – 1 Day EDT

Keynote Conversation

What forces will characterize the future of global exchanges?

Original language: English

From growing competition for market share to fast-evolving digital infrastructure and a changing regulatory environment, the future of exchanges has never been so exciting. At the same time, exchanges are increasingly playing an important part in promoting issues like sustainability. What is the role of exchanges in driving sustainable economic prosperity? What new trends are impacting financial markets and how can Hong Kong continue to benefit from China’s growth? Join Nicolas Aguzin, the new CEO of Hong Kong Exchanges and Clearing Limited (HKEX), as he discusses the outlook for global exchanges and the opportunities for HKEX.

Speaker

  • Nicolas Aguzin, CEO, HKEX
  • Host: Carsten Stoehr, CEO of Greater China, Credit Suisse

10:00 HKT
22:00 – 1 Day EDT

Keynote Conversation

What will it take for China to leapfrog to net zero?

Original language: Chinese

China is committed to achieve peak carbon emissions by 2030 and carbon neutrality by 2060. Compared with developed countries, China has only 30 years to achieve carbon neutrality after hitting peak carbon emissions. With a shorter timeline comes greater challenges, which is why China's efforts are gaining global attention. What targets and timetables will China’s policy makers set for carbon neutrality? How will China promote the transition to green energy? What new models of green investment will China originate? Whatever path China takes, its policies will require systematic planning and clear incentive mechanisms. Xu Lin, Chairman of the China-U.S. Green Fund and former Director General of the Department of Fiscal and Financial Affairs and Development Planning of the National Development and Reform Commission, will share his views and insights on China’s net zero strategy.

Speaker

  • Lin Xu, Chairman, China-U.S. Green Fund; former Director General, Department of Fiscal and Financial Affairs and Department of Development Planning, National Development and Reform Commission
  • Host: Janice Hu, CEO of China, Credit Suisse
     

11:00 HKT
23:00 – 1 Day EDT

Conversation

Can China-U.S. relations get back on track?

Original language: English

According to experts, the U.S. has adjusted its foreign relations strategy by repairing alliances, returning to international organizations, and reverting to multilateralism and values-based diplomacy. this, however, has not led to a significant easing of its relationship with China, though there have been positive signs. With 2022 expected to bring a shift in the political and economic cycles of both countries, how will the evolving backdrop shape the future of China-U.S. relations? Professor Wang Jisi, President of the Institute of International and Strategic Studies at Peking University and a leading Chinese expert on the U.S., will bring us his latest insights.

Speaker

  • Jisi Wang, President, Institute of International and Strategic Studies, and Professor, School of International Studies, Peking University
  • Host: Erica Poon Werkun, Head of Securities Research, Asia Pacific, Credit Suisse
     

Stream 1

Stream 2

14:00 HKT
06:00 GMT

Panel

Where next for China’s path to carbon neutrality?

Original language: Chinese

China’s ambition to be carbon neutral by 2060 is one of the country’s most important decisions for its development in the coming decades. It also raises many questions: How can China make the transition to low-carbon energy more effectively without significantly increasing costs? Which new energy sources will dominate future energy development? What specific supporting policies will be introduced to achieve net-zero? Providing some answers are two senior figures who have been deeply involved in the formulation of China's energy transformation and new energy policies.

Speakers

  • Junfeng Li, Former First Director, National Center for Climate Change Strategy and International Cooperation; Standing Director, China Energy Research Society
  • Lei Tian, Chinese Academy of Macroeconomics
  • Moderator: Alex Liu, Head of Securities Research, Credit Suisse Securities (China)
     

Panel

What are the opportunities for enterprise digitalization in China?

Original language: Chinese

Accelerating digital development and building a digital China is one of the key initiatives of the National 14th Five-Year Plan, as policy makers seek to create new advantages in the digital economy. How can Chinese enterprises capture the opportunities? Why is cloud migration essential for enterprise digitalization? What are the difficulties of digital transformation? Join our panel of Chief Technology Officers (CTOs) and industry experts as they share their first-hand experiences of leading enterprise digitalization.

Speakers

  • Yale Shen, Chief Technology Officer, Digital China Holdings Limited
  • Qingtian Zhao, Director, Linzhan Group; Member of Peking University CIO Times
  • Host: Kyna Wong, Head of China Technology and Telecom Securities Research, Credit Suisse
     

15:00 HKT
07:00 GMT

Panel

The growth of ESG investing in China – how to size up the nuances of this opportunity?

Original language: English

As of 2020, more than 1,000 A-share companies published ESG reports. Riding on the national ambition to develop a sustainable finance ecosystem and achieve carbon neutrality by 2060, the China Securities Regulatory Commission (CSRC) issued new rules in 2021 requiring listed companies to enhance ESG disclosures. The Hong Kong Stock Exchange has introduced mandatory ESG reporting requirements and has been continuously aligning ESG standards with international best practices. In this panel we will explore what all this ESG information tells us about Chinese companies, and the ways in which investors can use it to inform their investment process. As demand grows for ESG-aligned portfolios, this panel of regional leaders will outline the key themes, concepts and practices needed to build an effective investment strategy in China.

Speaker

  • Amanda Yap, Vice President, ESG, Fullerton Fund Management
  • Kristy Wong, Associate Director, ESG Investment Specialist, Amundi
  • Lily Chang, Senior Portfolio Manager, Asset Management, Credit Suisse 
  • Moderator: Phineas Glover, Head of ESG Securities Research, Asia Pacific, Credit Suisse
     

Conversation

How do we navigate the market dynamics of China’s IC design industry?

Original language: Chinese

There are over 2,000 Integrated Circuit (IC) design companies in China and more than 1,000 globally. With competition increasing at home and abroad, is it possible for major Chinese IC design companies to maintain or enhance their market leadership? How should companies balance research & development, with growth and profitability? Is vertical or horizontal integration necessary to drive further growth? Hear from the CEO of a leading semiconductor firm as he shares his insights on the industry and how chipmakers can stay ahead of the curve.

Speaker

  • Stephen Wang, CEO, Will Semiconductor Co., Ltd., Shanghai
  • Host: Chaolien Tseng, China Technology Analyst, Credit Suisse

16:00 HKT
08:00 GMT

Session

Are investors ready for the new China equity regime?

Original language: English

Increased regulatory volatility in Chinese equities has shaken up many of the trends that have emerged over the last 10 years. Credit Suisse believes markets are entering a new regime, characterized by the rise of domestic institutional investors, the increasing importance of the A-share market and the need for a more proactive approach toward allocating between onshore and offshore markets. The recent regulatory volatility is likely to further accelerate these trends. Join Credit Suisse’s Will Stephens, Head of Quantitative and Systematic Strategy, Asia Pacific, as he discusses the changing dynamics of China’s equity markets and top-down approaches for navigating regulatory volatility.

Speaker

  • Will Stephens, Head of Quantitative and Systematic Strategy (QSS), Asia Pacific, Credit Suisse
     

17:00 HKT
09:00 GMT

Conversation

How will China’s online games industry evolve in a new era?

Original language: English

China’s online game industry has experienced a boost from the increased time spent indoors by consumers during the pandemic. Yet the introduction of tighter regulations in recent months has created uncertainties over the industry’s growth prospects. As a result, overseas expansion will become an increasingly important growth engine for Chinese developers in the future. How will the industry evolve amid the changing regulatory regime? What are the key challenges and lessons when expanding overseas? Hendrick Sin, Co-founder of China Mobile Games & Entertainment Group, shares his insights on the road ahead for this changing industry. 

Speaker

  • Hendrick Sin, Co-Founder, Vice Chairman, CMGE Technology Group Limited; Founding Partner, China Prosperity Capital Fund
  • Host: Kenneth Fong, Head of China Internet Securities Research and Head of Gaming and Lodging Securities Research, Asia Pacific, Credit Suisse
     

21:00 HKT
09:00 EDT

Welcome Remarks

Neil Hosie, Head of Equities, Asia Pacific and EMEA, Credit Suisse

21:05 HKT
09:05 EDT

Session

Macro insights — China strategy

Available language: English

Speakers

  • Edmond Huang, Head of China and Hong Kong Securities Research, Credit Suisse
  • Will Stephens, Head of Quantitative and Systematic Strategy (QSS), Asia Pacific, Credit Suisse
  • Moderator: Bill Gulya, Head of Asia Equity Distribution into US, Credit Suisse
     

21:30 HKT
09:30 EDT

Panel

Trading in China – products, markets and hedging

Available language: English

Speakers

  • Steven Zhang, Head of Sales Trading, Equities, Credit Suisse Securities (China) 
  • Shivam Gupta, Head of Delta One Trading, Asia Pacific, Credit Suisse
  • Moderator: Bill Gulya, Head of Asia Equity Distribution into US, Credit Suisse
     

22:15 HKT
10:15 EDT

Managers Panel

Where are the best equity investment opportunities in China?

Available language: English

Join our panel of China equity fund managers as they bring you unique investing insights and discuss their best high-conviction stock ideas.

Speakers

  • Amy Zhang, Founder and CIO, Excel Investment
  • Winston Feng, Co-Founder, CEO and Portfolio Manager, Mass Ave Global
  • Kyu Jo, Founder & Chief Investment Officer, Tebuah Capital Management
  • Moderator: Bill Gulya, Head of Asia Equity Distribution into US, Credit Suisse

23:00 HKT
11:00 EDT

Consulting Panel

What does the new QFI regime herald for China’s fund industry?

Available language: English

Demand from fund managers for access to China is surging, thanks to the introduction of the new Qualified Foreign Investor (QFI) scheme. Join this session as the Credit Suisse Prime Brokerage team sheds light on the key developments in China from a fund management perspective, including recent advances in market access and the opportunities for offshore participants in this fast-growing and dynamic funds market.

Speakers

  • Yin Ge, Partner, Han Kun Law Offices, Shanghai
  • Benjamin Pollock, Head of Business Development & IR, Jasper Capital Hong Kong 
  • Michael Jiang, Co-Head of Equities and Head of Sales at Credit Suisse Securities (China)
  • Moderator: Kieran Murphy, Head of Prime Consulting, Asia Pacific, Credit Suisse