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.
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China Equities: Core Investment Themes for Chinese Growth
Lilian Co, portfolio manager of the EI Sturdza Strategic China Panda Fund discusses the Fund's core investment themes in the China equities market over the short and long term.
Lilian Co sees further upside for Chinese equity markets
The Morningstar five star rated Strategic China Panda Fund returns 63% in 2017, and Lilian Co believes the market has room for a further rebate in the short to mid-term.
Lilian Co on China’s New Economy
Lilian Co, portfolio manager for EI Sturdza’s Strategic China Panda Fund explains why China’s ‘New Economy’, a term she uses to...
EI Sturdza’s Lilian Co on China’s Growth Story
Lilian Co sat down with InvestmentEurope to discuss her expectations for growth in China’s economy in 2018.
Eric Sturdza Investments achieves multiple Citywire ratings
Eric Sturdza Investments is proud to announce that Citywire has awarded recognition to a number of our fund managers via their Manager Ratings platform.
Macro/Market Update by Lilian Co
Lilian Co provides an update on the Fund's positioning and her insights on macro and market.