Will the government’s aggressive response be the turning point?
Lilian Co discusses the results of the Party Congress re-election and the effects of a COVID resurgence.
Fund Commentary • 23-11-2022
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.
Fund Commentary • 21-08-2020
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.
Fund Commentary • 07-05-2019
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.