en
fr
deChina Equities
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
China’s resilient domestic consumption amidst macro headwinds
Lilian Co discusses China’s evolving macro environment whilst highlighting the resilience being exhibited by China’s consumer and real estate sectors.
Monthly Fund Commentary
Epidemic stabilising in China
Lilian Co on recovery in China: the worst is over following the concerted effort by major central banks to stem the economic free fall.
Monthly Fund Commentary
Chinese Equities: Fundamental investing in light of the U.S. and China trade talks
Lilian Co provides an update on the Strategic China Panda Fund and shares her latest insight on the Chinese equity markets.
Video
Chinese Stocks remain buoyant following US-China talks progress
During March, sentiment regarding Chinese stocks remained buoyant following progress in the US-China trade talks. Lilian Co comments.
Monthly Fund Commentary
Chinese equities represent a great opportunity for long-term value investing
Lilian Co, portfolio manager of the EI Sturdza Strategic China Panda Fund, provides an insider’s view of the Chinese markets.
Monthly Fund Commentary
China Equities: Core Investment Themes for Chinese Growth
Lilian Co, portfolio manager of the EI Sturdza Strategic China Panda Fund discusses the Fund's core investment themes in the China equities market over the short and long term.
Video
Lilian Co sees further upside for Chinese equity markets
The Morningstar five star rated Strategic China Panda Fund returns 63% in 2017, and Lilian Co believes the market has room for a further rebate in the short to mid-term.