Axel Maassen Email & Phone Number

Investment Management China and Asia/PacificWe live in a volatile world where the value of assets is constantly changing, asset prices go up and down and investors need to constantly analyze their portfolio, currency exposure and the landscape surrounding their investments, to assess whether changes in the environment could positively or negatively affect their positions. Brought forward by the China-US trade and investment dispute and the Corona virus pandemic Chinese Stock Markets in Hong Kong, Shanghai and Shenzhen leaped forward in importance on the world stage. Particularly the opening up of the Hong Kong exchange for biotech and weighted voting rights stocks and secondary listings from companies already listed on US exchanges gave an enormous boost to turnover and money flow southbound and northbound via the stock connect link. Fueled by additional money from Chinese funds, the Hang Seng Index reached multiple year highs. The IPO appetite is still strong and helps to keep Hong Kong as one of the worlds leading IPO markets for some time to come.The Funds performance in 2021 was satisfactory but geared heavily with reconstruction towards tech, biotech and BEV counters moving forward. Compared to the US markets, PE ratio of the Hong Kong stocks are still low with room for the index to reach previous highs in 2023 and 2024 within an economic recovery fueled by further COVID relaxation in China.

Listed skills include Mutual Funds, Asset Management, Trading, Mergers And Acquisitions, and 10 others.

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  Rheinische Friedrich-Wilhelms-Universität, Bonn Germany

  Economics And Business Administration