Xtrackers Webinar

Dear Reader,

Emerging Markets have recently staged a timid come-back, yet are still far off from the highs seen in early 2021 and have significantly lagged US and global markets. China and India are the heavy tankers in this domain, making up almost 50% of the EM Index. However, they’ve recently been navigating at two very different speeds.

Worries about Chinese growth, the on-going trade war between China and the US, and geopolitical tensions over Taiwan have weighed heavily on China’s performance and valuation.

Conversely, India has become the darling of EM investors. India is emerging as a dominant player with its vibrant investment environment, strong demographics, accelerating urbanization and rising affluence. Against this background, Investors may be wondering: 

• Will China finally change course and stage its long-awaited come-back? 
• What would need to happen to trigger this and rebuild investor confidence?
• Will India’s economic engine continue to drive at full throttle?
• What are potential headwinds India may face in the short-term?
• What about other looming geopolitical risks for EMs?
• What is the outlook for the rest of EM Asia?

Please join our virtual panel discussion with experts sharing local insights and debating these topics.

We look forward to your participation.

Our speakers

Abhijit Shankar Singh

CIO Fixed Income from Nippon India Asset Management

Abhijit has over 20 years of experience, concentrating on institutional relationships, asset management, and fund raising. He is currently the CEO of Nippon Life India Asset Management (Singapore) Pte. Ltd., as well as the Head of International Business for the firm. Abhijit is responsible for strategic alliances and fund-raising activities across different asset classes, along with leading the launch of new products in the international markets and identifying distribution partners across different geographies. Abhijit holds a double major in Marketing and Business Management, from Curtin University of Technology, Australia. He is also an alumnus of The Doon School, Dehradun, India.

Dr. Zhou Wei

CIO, Harvest Fund Management

Mr. Wei Zhou, PhD is the chief economist at Harvest Fund Management. Mr. Zhou joined Harvest in 2015 with 10 years experience as an economic analyst. Before joining Harvest in early 2015, Mr. Zhou was the China Economist for Deutsche Bank for 8 years, before which he spent two years as a Macro Analyst at Xiangcai Securities in Shanghai. Mr. Zhou holds a PhD in Economics from the Chinese Academy of Social Sciences Graduate School and an MA in Economics from Beijing University. Mr Zhou’s focus area of research is China, the global economy and finance.

Elke Schöppl-Jost

Investment Head APAC, DWS

Elke joined the company in 2014 and as of today, she has 26 years of industry experience. Prior to her current role, Elke was Head of Active Portfolio Management for APAC & Regional Asset Class Equity, Fixed Income/Cash and Multi Asset for APAC. Elke was previously CIO at BEA Union Investment, and she was a Senior Portfolio Manager at Union Investment in Frankfurt, Germany. Elke started her career as a Portfolio Manager at Volksbank Investments in Austria. Elke holds a Master's Degree in Economics and Business from University of Vienna (WU Wien).

Olivier Souliac

Head Indexing Xtrackers Products, DWS

Olivier has global responsibility for Indexing within Xtrackers by DWS. After completing his Masters in Engineering Science at École Centrale in Paris and Financial Mathematics at the Technische Universität Berlin, Olivier worked for Deutsche Bank in London and Frankfurt in the structured funds and index funds division. The particular emphasis in this role was on the development and distribution of systematically managed funds. Olivier became an active member of DWS at the end of 2012, working in this same area of responsibility. In October 2014, Olivier joined the Strategic Beta team within Xtrackers, taking responsibility for Fixed Income.

Moderated by

Sophia Kim

Head of Xtrackers Sales APAC, DWS