Haiyan Li-LabbéFund Manager, Greater China Specialist
Haiyan Li-Labbé joined Carmignac in 2011. She has a strong expertise and track record in investing in Greater China with high contributions of Chinese stock selection to all Carmignac equity portfolios. Her deep local knowledge and her strong ties to understand domestic dynamics allows her to identify the companies displaying the most attractive and sustainable long-term growth prospects within the Chinese New Economy. In January 2021, she was appointed co-fund manager of Carmignac Emergents, our large and mid-cap emerging market equity Strategy, alongside Xavier Hovasse, both have more than 20 years’ experience.
How to invest in China in the New World Order?16h00 - 16h30
Conference Room 2
2022 turned out to be another challenging year for China, marked by the geopolitical tensions and zero-Covid policy leading to supply chain disruptions and economic slowdown. After these challenging times, what to expect from China and how to invest Chinese Equities going forward?
At a time when most investors are structurally underweight China in their allocations, we are convinced of the structural opportunities and alpha generation potential offered by Chinese markets for selective investors who know where to look for. Haiyan Li-Labbé, Fund manager & Greater China Specialist at Carmignac will discuss the opportunities and risks for China, along with her favorite investment themes for 2023.
Carmignac is an independent asset management firm established in 1989 on three core principles that still stand true today: entrepreneurial spirit, human-driven insight and active commitment.With a capital entirely held by the family and staff, Carmignac is now one of Europe’s leading asset managers, operating from 7 different offices. Today, we are committed to actively manage our clients’ savings over the long-term.