A switch from new economy to old

Lilian Co examines the developments to the Chinese economy, with strong Property reports and a surge in patriotic purchases in the Sportswear sector.

Monthly Fund Commentary

China’s recovery is on track, but consumption remains in the spotlight

Lilian Co comments on China's impressive recovery in this exclusive article with Investment Week.

Monthly Fund Commentary

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.

Monthly Fund Commentary

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