China Outlook: Lunch

It is our pleasure to invite you to lunch with Jerry Wu, manager of the Polar Capital China Stars Fund, on 13 September.

After clear signals of the end of tech regulation and an effective “policy put” in 1H, Jerry will give his thoughts on China’s stimulus package, its COVID policy and reopening, the inflection point for corporate earnings growth and how to watch the critical 20th Party Congress in October.

He will also discuss current opportunities and positioning for the Fund.