Driving against headwind – Investment themes for year of 2008
The Asian stock market has substantially outperformed the global market in 2007. While Asia is in a much better shape fundamentally, it is facing bigger challenges and new risks including being contagion effect from the Wall Street, a housing recession in the US, and higher inflation in the region, especially in China, and higher political uncertainties in the region.
Yonghao Pu, Chief Regional Economist and Head of Wealth Management Research Asia-Pacific UBS, will present the short-term and long-term outlook of the Asian market, and Greater China region in particular. He will explain why Asian economic growth can continue in 2008 amidst global weakness and rising regional inflation and will also discuss the related investment implications.
Jie Wei, Director of UBS IBD China Team will moderate the session.
The Salon is to be held at 12:00 on Sunday, May 18. Venue details will be announced together with confirmation note on May 18, Friday afternoon.