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.
2019 proved to be high-quality, despite the surprises
Despite the many surprises of 2019, it was a good year for the Fund. Bertrand Faure comments.
As two subdue, one emerges
Mitsuhiro Yuasa looks onward as some concerns come to an end, new opportunities emerge.
Large economic stimulus package to contribute to sharp recovery from 1Q 2020
Uda San discusses the breakdown of the Japanese Government's economic stimulus package.
Continued Equity Upside
Eric Sturdza explore the virtues of a positive outlook and it's impact on the fund's index.
Building Optimism for China-US Trade Deal
Lilian Co looks at the positive reverberations around progress towards a deal.
Companies search for growth despite uncertain times
Mitsuhiro Yuasa discusses the markets rise during uncertain times.
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.
The Storm before the Calm?
Mitsuhiro Yuasa examines the market changes in preparation for a smooth Tax Hike in Japan.
China and the USA: Back and Forth
Lilian Co outlines the ups and downs on the market over US-China trade talks.