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.
Building Optimism for China-US Trade Deal
Lilian Co looks at the positive reverberations around progress towards a deal.
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.
China and the USA: Back and Forth
Lilian Co outlines the ups and downs on the market over US-China trade talks.
Chinese Equities: Fundamental investing in light of the U.S. and China trade talks
Lilian Co provides an update on the Strategic China Panda Fund and shares her latest insight on the Chinese equity markets.
Chinese shares continue their uptrend
Lilian Co takes a closer look at Chinese auto, property and liquor stocks.