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
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.
Fund Commentary • 16-02-2022
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.
Fund Commentary • 15-02-2022
Regulations, stimulus and sanctions
Lilian Co reflects on the regulatory changes that have shaken the Chinese markets in 2021, both internal and external.
Fund Commentary • 19-01-2022
It’s retail season in China
Lilian Co reflects on the champion sectors of November and the mixed results of online outlets.
Fund Commentary • 20-12-2021
China – sustained economic growth?
Lilian Co is optimistic that China will show sustained economic growth over the long term.
Webinar • 22-11-2021
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.
Fund Commentary • 18-11-2021
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.
Fund Commentary • 01-10-2021
The “common prosperity” plan
Lilian Co explores the recent “common prosperity” changes to regulations and the fitness programme, which is benefiting the Sports industry.
Fund Commentary • 22-09-2021
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.