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deProperty resurgence in China
Lilian Co discusses the Chinese market recovery and the new policies that should positively impact the Property sector.
Fund Commentary • 12-01-2023
Aggressive rebound for China
Lilian Co discusses policy changes that have the potential to have a strong and positive impact in the Chinese stock markets.
Fund Commentary • 20-12-2022
Will the government’s aggressive response be the turning point?
Lilian Co discusses the results of the Party Congress re-election and the effects of a COVID resurgence.
Fund Commentary • 23-11-2022
Internal controls – external sanctions
Lilian Co describes the latest changes to Chinese markets and provides her expectations for the 20th Communist Party Congress.
Fund Commentary • 18-10-2022
Stability following turmoil
Lilian Co identifies the sources of stability following a turbulent July.
Fund Commentary • 28-09-2022
Lockdown gains
Lilian Co describes the sentiment surrounding the Chinese markets ahead of results season.
Fund Commentary • 19-08-2022
Positive shocks
Lilian Co describes the steady stream of events that have received encouraging market reactions.
Fund Commentary • 20-07-2022
Stimulus plans for China
Lilian Co considers the Chinese economy in H2 and how stimulus measures will support the market.
Fund Commentary • 17-06-2022
Aggressive supporting measures in China
Lilian Co discusses the policy changes made in China to support the economy while Omicron comes under control.
Fund Commentary • 18-05-2022
Pause and recover
Lilian Co reflects on China’s economic recovery and global and local actions that will influence the timeline.
Fund Commentary • 21-04-2022
Policy stimulus
Lilian Co reflects on the global markets and the sanctions imposed on Chinese companies.
Fund Commentary • 18-03-2022
China’s rising GDP
Lilian Co explores the Chinese markets through January, focusing on the sectors that delivered the Fund a positive performance during a turbulent month.