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

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