Despite persistent global scepticism toward Chinese equities, Baillie Gifford sees significant opportunity under the surface — particularly in domestic-facing businesses backed by deep consumer demand, rising stimulus, and attractive valuations. With trade tensions leading to more inward-focussed policy support and Chinese households sitting on vast savings, these businesses may be better positioned than many appreciate. Join us for a live discussion with Investment Specialist Qian Zhang, who will explore the trust’s positioning, recent performance drivers, and the case for long-term exposure to China’s internally powered growth story.
The session will run for 45 minutes, including time for questions from the audience, moderated by a member of the Kepler Trust Intelligence team.
Important information
The opinions and views expressed in this webinar are as of 26 June 2025 and are subject to change. They are for information purposes only and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation to buy, sell or hold any security, investment strategy or market sector. No forecasts can be guaranteed. Opinions and examples are meant as an illustration of broader themes, are not an indication of trading intent and may not reflect the views of others in the organisation. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. Kepler Partners LLP may manage investment products with a financial interest in securities mentioned herein and any comments should not be construed as a reflection on the past or future profitability. There is no guarantee that the information supplied is accurate, complete or timely, nor are there any warranties with regards to the results obtained from its use. Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value.
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