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deProperty resurgence in China
Lilian Co discusses the Chinese market recovery and the new policies that should positively impact the Property sector.
Fund Commentary • 12-01-2023
Aggressive rebound for China
Lilian Co discusses policy changes that have the potential to have a strong and positive impact in the Chinese stock markets.
Fund Commentary • 20-12-2022
Internal controls – external sanctions
Lilian Co describes the latest changes to Chinese markets and provides her expectations for the 20th Communist Party Congress.
Fund Commentary • 18-10-2022
Lockdown gains
Lilian Co describes the sentiment surrounding the Chinese markets ahead of results season.
Fund Commentary • 19-08-2022
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.
Fund Commentary • 19-08-2021
China market performance slows in September
Lilian Co reflects on the Chinese stock market performance in September after three months of impressive gains with the economy largely recovering to pre Covid-19 levels.
Fund Commentary • 26-10-2020
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.