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deStrategic China Panda Fund
China makes a full recovery
Lilian Co reflects on China’s GDP, as it becomes the first among the major economies to make a full recovery.
Monthly Fund Commentary
Bullish sentiment in Chinese markets
Lilian Co explores the positive market sentiment in December, despite the continued pressure from the US.
Monthly Fund Commentary
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.
Monthly Fund Commentary
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.