Nicholas Borst, Seafarer’s Director of China Research, moderated a panel discussion webcast on China’s slowing economy, hosted by CFA Society San Francisco.

The panel examined how China’s new economic trajectory will impact global markets and the potential implications for investors.

Panel Participants

• Nicholas Borst, Seafarer Capital Partners (Moderator)
• Gerard DiPippo, Bloomberg Economics
• Trinh Nguyen, Natixis CIB
• Zongyuan Zoe Liu, Council on Foreign Relations

Related Information

• The Balance Sheets at Risk from China’s Property Slowdown
• Can Consumption Save the Chinese Economy?
• A Balance Sheet Approach to China

The views and information discussed in this video are as of the date of publication, are subject to change, and may not reflect Seafarer’s current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles. It should not be assumed that any investment will be profitable or will equal the performance of the portfolios or any securities or any sectors mentioned herein. The subject matter contained herein has been derived from several sources believed to be reliable and accurate at the time of compilation. Seafarer does not accept any liability for losses either direct or consequential caused by the use of this information.

As of December 31, 2023, the Seafarer Funds did not own shares in the securities referenced in the video.