A Future World Economy Investment Opportunity

Renewable Energy, Artificial Intelligence, Microprocessors, Electric Vehicles, Biotechnology and Cloud Computing – all are driven by Chinese innovation and built on the global Commodities trade. NTree aims to catalyse changes to traditional investment strategies, empowering you to understand the unique opportunities to be found in a rapidly changing world.

Commodities

Similarly, investors often are unsure about how to add commodities exposures to their portfolios, with physically backed and swap-based ETCs, equity ETFs and derivatives each serving different functions. NTree aims to support you in understanding how and when to gain efficient exposures, whether you are looking for diversification or price discovery.

  Invest in Commodities

  • The installed capacity of solar panels in China in 2018 amounted to more than a third of the global total, with the country accounting for half the world’s solar additions that year.https://www.weforum.org/agenda/2019/08/solar-now-cheaper-than-grid-electricity-in-every-chinese-city-study-finds/

  • A Tesla Model 3 contains around 30kg of Nickel, primarily in the battery.https://www.kitco.com/news/2019-06-02/A-Perfect-Storm-Is-Brewing-For-Nickel-Michael-Beck.html

  • Asia now accounts for around one-third of global trade in goods. This is up from about a quarter ten years ago.https://www.weforum.org/agenda/2019/10/has-world-entered-asian-century-what-does-it-mean/

  • Did you know?

    • A Tesla Model 3 contains around 30kg of Nickel, primarily in the battery.https://www.kitco.com/news/2019-06-02/A-Perfect-Storm-Is-Brewing-For-Nickel-Michael-Beck.html

    • China's two exchanges have a combined market cap of over $7.5trn and list more than 2,800 companies. If we also include Hong Kong’s market as a China market, the value of Chinese stock markets easily passes $10trn, the second largest market after USA.https://en.wikipedia.org/wiki/List_of_stock_exchanges

    • China had a massive 4.7 million STEM graduates in 2017, a full eight times more than the USA.https://www.forbes.com/sites/arthurherman/2018/09/10/americas-high-tech-stem-crisis/#649fd176f0a2

    China Funds

    There are a plethora of active and passive funds that allow investors to gain exposure to the Chinese markets, from Europe-domiciled UCITS funds through to China-listed active and passive funds, spanning equities, fixed income, PE and hedge funds. NTree aims to keep you abreast of the options available to you, cutting through the noise to present the best products available.

      Invest in China Funds

    How We Serve European Investors:

    Seminars

    NTree hosts expert-led seminars and webinars on commodity and China-related topics, providing you with insights to help you make informed asset allocation decisions.

    Conference Calls

    NTree organises conference calls with industry and thought leaders, who can help to give you a competitive edge in your portfolio construction.

    Business Introductions

    NTree organises one-to-one meetings between professional investors and fund managers at both major asset managers and specialist boutiques running China-focused mandates. We also organise roadshows for investors to China and Hong Kong.

    Knowledge Base

    NTree publishes research and technical papers, both from the in-house team and expert partners.