PRESENTS
APACFS LONGVIEW INDIA STUDY TOUR 2024
24th to 30th November 2024
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TESTIMONIALS RECEIVED FROM APACFS LONGVIEW CHINA STUDY TOUR 2023

ED BELL
Deputy CEO and Portfolio Manager Trinity Street Asset Management (London)
“The insight gleaned from contacts I would not normally meet such as those we met in Beijing and Shenzhen and with the local Asset managers were really helpful and gave useful political and market consensus perspective that I would not get from company meetings.”

ROBIN MILWAY
CEO Arbrook Investors (London)
“In terms of lunches/dinners my favourite was the one on Saturday in Hong Kong. The reason for this was the diversity of people plus the insights they provided. The other dinners were also good though, particularly the one in Shanghai. The meetings with Asset Managers and commerce people went excellently I thought. I was very pleased with the depth, breadth and seniority of many of the people we met. This made the trip.”

CHRISTOPHE MACHU
Portfolio Manager M&G Investments (Paris)
“Thanks again for organising this trip. It was great to discover China for the first time with such qualitative meetings and discussions.”

NICOLAS BESSON
Chief Investment Officer REYL Intesa Sanpaolo (Geneva)
“Thanks David for this China learning tour which was very insightful and gave me the opportunity to better understand this fascinating country!”

CHRIS CLARIDGE
Portfolio Manager Atrium Investment Management (Brisbane)
“I found the study trip very insightful with a cross section of meetings helping to answer my initial questions. I really enjoyed the macro meetings which delivered a “no-holds barred” assessment of the current macroeconomic situation. I was surprised by their candour and honesty. To me those meetings set the tone for what we were to encounter for the remaining 5 days. What also impressed me were the lunches and dinners. In a more social environment we were able to get an “on-the-ground” feel of what it is like living in China today”

LOIC SCHMID
Chief Investment Officer 1875 Finance (Geneva)
“I had the chance to participate in the 2023 China study tour organised by David, his team and Chris Watling from Longview Economics. The organisation of the trip was very well designed with lots of top business contacts across the country.”