Lilian Co, the portfolio manager of the Strategic China Panda Fund spoke with Thomas Schalow of AsiaFundManagers.com. Lilian discussed how international investors have become more cautious about China after the euphoria of the last few years, the various regulatory measures in recent months and how much is this weighing on the Chinese economy.
Lilian Co is optimistic that China will show sustained economic growth over the long term and discussed China’s recent developments and where investors currently find buying opportunities in China.
The video interview can also be found on the Asia Fund Managers website.
As always, we invite investors and prospective investors, to contact us should they wish to understand our views on the current situation and the positions held in the portfolio. Please do not hesitate to contact us for further information.
+44 1481 742380
The views and statements contained herein are those of LBN Advisers Limited in their capacity as Investment Adviser to the Fund as of 09/11/2021 and are based on internal research and modelling. Please click on Disclaimer Page to view full disclaimers.