Aggressive supporting measures in China

Lilian Co discusses the policy changes made in China to support the economy while Omicron comes under control.

Pause and recover

Lilian Co reflects on China’s economic recovery and global and local actions that will influence the timeline.

Policy stimulus

Lilian Co reflects on the global markets and the sanctions imposed on Chinese companies.

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.

FY2021 Review and FY2022 Outlook – The Strategic China Panda Fund

Lilian Co reflects on a turbulent year in Chinese equities and, as the dust settles, a path is forming.

Regulations, stimulus and sanctions

Lilian Co reflects on the regulatory changes that have shaken the Chinese markets in 2021, both internal and external.

It’s retail season in China

Lilian Co reflects on the champion sectors of November and the mixed results of online outlets.

China – sustained economic growth?

Lilian Co is optimistic that China will show sustained economic growth over the long term.

Indications of a China property resurgence

Lilian Co reflects on China’s GDP results and looks at the signals surrounding the future of the Property sector.

China Investment Focus: Evergrande and its implications

Edouard Bouhyer of the Banque Eric Sturdza Investment Committee examines the recent events affecting Evergrande and the implications of the restructuring.

The “common prosperity” plan

Lilian Co explores the recent “common prosperity” changes to regulations and the fitness programme, which is benefiting the Sports industry.

China’s regulatory crackdown: cultural revolution or state-engineered rebalancing?

Edouard Bouhyer of the Banque Eric Sturdza Investment Committee explores the recent regulatory changes in China and considers the possible reasons for the crackdown.