China looks to domestic economy for core growth
Lilian Co examines the main drivers behind China’s economic recovery despite rising Sino-US tensions and changes in the national property market.
China showing first signs of recovery
Lilian Co examines the past month’s activity in the Chinese equity markets against a backdrop of improving economic sentiment.
Resilient market optimism
Lilian Co comments on the thriving internet related retail and gaming industries, as consumers come to terms with the long path to normality.
China’s resilient domestic consumption amidst macro headwinds
Lilian Co discusses China’s evolving macro environment whilst highlighting the resilience being exhibited by China’s consumer and real estate sectors.
Investor anxiety calmed by stimulus measures
Lilian Co discusses Hong Kong’s relief measures and the dependence of a 2H recovery on the re-opening of economies in Europe and the US.
Epidemic stabilising in China
Lilian Co on recovery in China: the worst is over following the concerted effort by major central banks to stem the economic free fall.
Chinese government implements supportive methods
Lilian Co comments on the containment of coronavirus in China and the subsequent reopening of shops and production resuming.
Recognition Award for Performance Excellence by BarclayHedge
Strategic China Panda Fund ranked Top 10 in the Emerging Markets Equity - Asia category.
Coronavirus will not have a long-term impact on the Chinese Economy
Lilian Co studies the impacts of the Coronavirus on Chinese markets, and expects markets to stabilise in months to come.
China – Macro headwinds subside offering opportunities in the H-share market in 2020
Lilian Co: The Chinese government turned more dovish in terms of its property policy with the aim of supporting sales.
A positive month for China, with hope for more good fortune in 2020
Lilian Co reflects on the positive impacts of December and how these could translate to future market confidence.
Property exposure increased as Chinese developers record stronger sales
Lilian Co provides her insight on how the market has started to appreciate the long term prospect and asset-light model of property management companies.