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deWill 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
Resilient 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.
Fund Commentary • 23-07-2020
Chinese government implements supportive methods
Lilian Co comments on the containment of coronavirus in China and the subsequent reopening of shops and production resuming.
Fund Commentary • 19-03-2020
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.
Fund Commentary • 28-02-2020
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.
Fund Commentary • 12-02-2020
Corporate profits to turn around from 1Q 2020
Yutaka Uda: The Japanese economy should experience a sharp recovery from 1Q 2020.
Fund Commentary • 23-01-2020
Market moves sideways in July
Lilian Co on China's resilient domestic consumption despite the current economic headwind.
Fund Commentary • 27-08-2019
Renewed hopes of a trade truce
Lilian Co takes a closer look at the US-China trade truce struck in June.
Fund Commentary • 24-07-2019
Chinese shares continue their uptrend
Lilian Co takes a closer look at Chinese auto, property and liquor stocks.
Fund Commentary • 20-05-2019
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
A nearing trade deal?
Lilian Co discusses the progress made with regards to the US-Chinese relationship.