Strategic China Panda Fund Archives • Eric Sturdza Investments

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

Building Optimism for China-US Trade Deal

Lilian Co looks at the positive reverberations around progress towards a deal.

Monthly Fund Commentary

Property exposure increased as Chinese developers record stronger sales

Lilian Co provides her insight on how the market has started to appreciate the long term prospect and asset-light model of property management companies.