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Breakfast with Mr. John Tang on 10 March 2010
CHINA'S ECONOMY IN THE MONTHS AHEAD -
SUSTAINED PERFORMANCE OR DOUBLE DIP ?
Date: Wednesday, 10th March 2010
Time: Breakfast, 8:00-9:30 AM (Please be prompt)
Venue: 15/F, The Library, The China Club, Old Bank of China Building, Bank Street, Central
Cost: HK$300 per person
During the financial crisis, China's economy has been a beacon of light amidst a gloomy world landscape. How much longer can this continue, especially as fiscal stimulus is scaled back? With the government's tightening of credit to temper asset price inflation, what will happen to the real economy? How will demand and credit conditions affect commodity prices in 2010 and how will this feed through to the wider market? What sectors offer the best chance of return to investors and when is the best time to invest in Chinese equities?
John TANG will share his views on these questions and more. John is China Equity Strategist at UBS. Previously, he was Head of Asian Small Caps Research at JP Morgan where his team was consistently ranked No. 1 or No. 2 in the Institutional Investor Survey. John has also worked at Goldman Sachs for six years in investment banking and equity research. John holds a Bachelor's degree in Engineering from Shanghai Jiaotong University, and an MBA from Harvard Business School.
RSVP: Please email secretariat@hbsahk.org ASAP to secure a seat at this breakfast. Places are limited and will be allocated on a first come first served basis, but please note that HBS alumni will be given priority over guests if the event is over-subscribed. Reservation is by payment of non-refundable event fee. This is a private event, and participants are requested to respect the confidentiality of the views and opinions expressed. For enquiry, please contact us at secretariat@hbsahk.org.
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