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deStability following turmoil
Lilian Co identifies the sources of stability following a turbulent July.
Fund Commentary • 28-09-2022
Lockdown gains
Lilian Co describes the sentiment surrounding the Chinese markets ahead of results season.
Fund Commentary • 19-08-2022
Positive shocks
Lilian Co describes the steady stream of events that have received encouraging market reactions.
Fund Commentary • 20-07-2022
Stimulus plans for China
Lilian Co considers the Chinese economy in H2 and how stimulus measures will support the market.
Fund Commentary • 17-06-2022
Aggressive supporting measures in China
Lilian Co discusses the policy changes made in China to support the economy while Omicron comes under control.
Fund Commentary • 18-05-2022
Pause and recover
Lilian Co reflects on China’s economic recovery and global and local actions that will influence the timeline.
Fund Commentary • 21-04-2022
Policy stimulus
Lilian Co reflects on the global markets and the sanctions imposed on Chinese companies.
Fund Commentary • 18-03-2022
China’s rising GDP
Lilian Co explores the Chinese markets through January, focusing on the sectors that delivered the Fund a positive performance during a turbulent month.
Fund Commentary • 16-02-2022
FY2021 Review and FY2022 Outlook – The Strategic China Panda Fund
Lilian Co reflects on a turbulent year in Chinese equities and, as the dust settles, a path is forming.
Fund Commentary • 15-02-2022
Regulations, stimulus and sanctions
Lilian Co reflects on the regulatory changes that have shaken the Chinese markets in 2021, both internal and external.
Fund Commentary • 19-01-2022
It’s retail season in China
Lilian Co reflects on the champion sectors of November and the mixed results of online outlets.
Fund Commentary • 20-12-2021
China – sustained economic growth?
Lilian Co is optimistic that China will show sustained economic growth over the long term.