China’s regulatory crackdown: cultural revolution or state-engineered rebalancing?
Edouard Bouhyer of the Banque Eric Sturdza Investment Committee explores the recent regulatory changes in China and considers the possible reasons for the crackdown.
Upheaval in Chinese markets
Lilian Co expands on the latest developments in China and the impact from the new regulatory laws.
Outperformance through sector allocation
Lilian Co reviews the developments that have influenced the Chinese markets in a month where sector allocation has been the key to outperformance.
Chinese tech is ready to grow
Lilian Co describes the macro conditions that influence the Chinese economy and provides insight into the Technology sector.
Consumption up, inflation stable
Lilian Co explores the recovery in China, amidst the anti-competition investigations of internet companies.
A switch from new economy to old
Lilian Co examines the developments to the Chinese economy, with strong Property reports and a surge in patriotic purchases in the Sportswear sector.
China’s recovery is on track, but consumption remains in the spotlight
Lilian Co comments on China's impressive recovery in this exclusive article with Investment Week.
Opportunities in the Property sector
Lilian Co provides insight on the results following strong domestic consumption during the Chinese New Year holidays and the changes to regulation in the Property sector.
China makes a full recovery
Lilian Co reflects on China’s GDP, as it becomes the first among the major economies to make a full recovery.
Bullish sentiment in Chinese markets
Lilian Co explores the positive market sentiment in December, despite the continued pressure from the US.
China, back on track
Lilian Co discusses China’s economic recovery and the developments in the equity markets throughout October.
China market performance slows in September
Lilian Co reflects on the Chinese stock market performance in September after three months of impressive gains with the economy largely recovering to pre Covid-19 levels.