The “common prosperity” plan
Lilian Co explores the recent “common prosperity” changes to regulations and the fitness programme, which is benefiting the Sports industry.
Fund Commentary • 22-09-2021
Opportunities in the Property sector
Lilian Co provides insight on the results following strong domestic consumption during the Chinese New Year holidays and the changes to regulation in the Property sector.
Fund Commentary • 23-03-2021
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.
Fund Commentary • 17-12-2020
China, back on track
Lilian Co discusses China’s economic recovery and the developments in the equity markets throughout October.
Fund Commentary • 24-11-2020
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
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.
Fund Commentary • 26-05-2020
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.
Fund Commentary • 23-04-2020
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
Building Optimism for China-US Trade Deal
Lilian Co looks at the positive reverberations around progress towards a deal.