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.

Monthly Fund Commentary
Chinese tech is ready to grow

Lilian Co describes the macro conditions that influence the Chinese economy and provides insight into the Technology sector.

Monthly Fund Commentary
Consumption up, inflation stable

Lilian Co explores the recovery in China, amidst the anti-competition investigations of internet companies.

Monthly Fund Commentary
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.

Monthly Fund Commentary
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.

Monthly Fund Commentary
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.

Monthly Fund Commentary
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.

Monthly Fund Commentary
Bullish sentiment in Chinese markets

Lilian Co explores the positive market sentiment in December, despite the continued pressure from the US.

Monthly Fund Commentary
Out with the new, in with the old

Lilian Co explains how macroeconomic factors have led to a shift towards ‘old economy’ stocks such as retail and property in the Chinese stock market.

Monthly Fund Commentary
China, back on track

Lilian Co discusses China’s economic recovery and the developments in the equity markets throughout October.

Monthly Fund Commentary
China looks to domestic economy for core growth

Lilian Co examines the main drivers behind China’s economic recovery despite rising Sino-US tensions and changes in the national property market.

Monthly Fund Commentary
China showing first signs of recovery

Lilian Co examines the past month’s activity in the Chinese equity markets against a backdrop of improving economic sentiment.

Monthly Fund Commentary