Lilian Co

Bullish sentiment in Chinese markets

Lilian Co explores the positive market sentiment in December, despite the continued pressure from the US.

Out with the new, in with the old

Lilian Co explains how macroeconomic factors have led to a shift towards ‘old economy’ stocks such as retail and property in the Chinese stock market.

China, back on track

Lilian Co discusses China’s economic recovery and the developments in the equity markets throughout October.

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.

China looks to domestic economy for core growth

Lilian Co examines the main drivers behind China’s economic recovery despite rising Sino-US tensions and changes in the national property market.

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.

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.

China’s resilient domestic consumption amidst macro headwinds

Lilian Co discusses China’s evolving macro environment whilst highlighting the resilience being exhibited by China’s consumer and real estate sectors.

Investor anxiety calmed by stimulus measures

Lilian Co discusses Hong Kong’s relief measures and the dependence of a 2H recovery on the re-opening of economies in Europe and the US.

Epidemic stabilising in China

Lilian Co on recovery in China: the worst is over following the concerted effort by major central banks to stem the economic free fall.

Chinese government implements supportive methods

Lilian Co comments on the containment of coronavirus in China and the subsequent reopening of shops and production resuming.

Recognition Award for Performance Excellence by BarclayHedge

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