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deStrategic China Panda Fund
China, back on track
Lilian Co discusses China’s economic recovery and the developments in the equity markets throughout October.
Monthly Fund Commentary
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.
Monthly Fund Commentary
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.
Monthly Fund Commentary
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.
Monthly Fund Commentary
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.
Monthly Fund Commentary
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.
Monthly Fund Commentary
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.
Monthly Fund Commentary
Chinese government implements supportive methods
Lilian Co comments on the containment of coronavirus in China and the subsequent reopening of shops and production resuming.
Monthly Fund Commentary
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
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