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deLight at the end of the tunnel for the property market
Lilian Co analyses the positives from China's recent macro data and the future of the property market.
Monthly Fund Commentary
China Investment Focus: Evergrande and its implications
Edouard Bouhyer of the Banque Eric Sturdza Investment Committee examines the recent events affecting Evergrande and the implications of the restructuring.
Monthly Fund Commentary
The “common prosperity” plan
Lilian Co explores the recent “common prosperity” changes to regulations and the fitness programme, which is benefiting the Sports industry.
Monthly Fund Commentary
China’s regulatory crackdown: cultural revolution or state-engineered rebalancing?
Edouard Bouhyer of the Banque Eric Sturdza Investment Committee explores the recent regulatory changes in China and considers the possible reasons for the crackdown.
Monthly Fund Commentary
Upheaval in Chinese markets
Lilian Co expands on the latest developments in China and the impact from the new regulatory laws.
Monthly Fund Commentary
Outperformance through sector allocation
Lilian Co reviews the developments that have influenced the Chinese markets in a month where sector allocation has been the key to outperformance.
Monthly Fund Commentary
Chinese tech is ready to grow
Lilian Co describes the macro conditions that influence the Chinese economy and provides insight into the Technology sector.
Monthly Fund Commentary
Consumption up, inflation stable
Lilian Co explores the recovery in China, amidst the anti-competition investigations of internet companies.
Monthly Fund Commentary
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.