Recognition Award for Performance Excellence by BarclayHedge

Strategic China Panda Fund ranked Top 10 in the Emerging Markets Equity - Asia category.

News

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

China – Macro headwinds subside offering opportunities in the H-share market in 2020

Lilian Co: The Chinese government turned more dovish in terms of its property policy with the aim of supporting sales.

Monthly Fund Commentary

A positive month for China, with hope for more good fortune in 2020

Lilian Co reflects on the positive impacts of December and how these could translate to future market confidence.

Monthly Fund Commentary

Property exposure increased as Chinese developers record stronger sales

Lilian Co provides her insight on how the market has started to appreciate the long term prospect and asset-light model of property management companies.

Monthly Fund Commentary

Hong Kong’s property and retail sectors under pressure

Lilian Co reviews the performance of the Chinese market in August against various challenges.

Monthly Fund Commentary

Market moves sideways in July

Lilian Co on China's resilient domestic consumption despite the current economic headwind.

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

Renewed hopes of a trade truce

Lilian Co takes a closer look at the US-China trade truce struck in June.

Monthly Fund Commentary

Additional Government stimuli expected

Lilian Co takes a closer look at the US-China relationship.

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