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deResilient market optimism
Lilian Co comments on the thriving internet related retail and gaming industries, as consumers come to terms with the long path to normality.
Monthly Fund Commentary
Chinese government implements supportive methods
Lilian Co comments on the containment of coronavirus in China and the subsequent reopening of shops and production resuming.
Monthly Fund Commentary
Impact from coronavirus outbreak could be limited with the market set to recover sharply from 2Q 2020
Yutaka Uda: Corporations are continuously increasing shareholder returns. 2020 could be a remarkable one for the Japanese market, with the Nikkei 225 targeting 28,000 by the year end.
Monthly Fund Commentary
Coronavirus will not have a long-term impact on the Chinese Economy
Lilian Co studies the impacts of the Coronavirus on Chinese markets, and expects markets to stabilise in months to come.
Monthly Fund Commentary
Corporate profits to turn around from 1Q 2020
Yutaka Uda: The Japanese economy should experience a sharp recovery from 1Q 2020.
Monthly Fund Commentary
Market moves sideways in July
Lilian Co on China's resilient domestic consumption despite the current economic headwind.
Monthly Fund Commentary
Renewed hopes of a trade truce
Lilian Co takes a closer look at the US-China trade truce struck in June.
Monthly Fund Commentary
Chinese shares continue their uptrend
Lilian Co takes a closer look at Chinese auto, property and liquor stocks.
Monthly Fund Commentary
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
A nearing trade deal?
Lilian Co discusses the progress made with regards to the US-Chinese relationship.