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deChina’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.
Fund Commentary • 19-08-2021
Bullish sentiment in Chinese markets
Lilian Co explores the positive market sentiment in December, despite the continued pressure from the US.
Fund Commentary • 21-01-2021
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.
Fund Commentary • 23-09-2020
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.
Fund Commentary • 23-07-2020
Outsized Gains
Bertrand Faure reflects on performance since inception as the Fund marks its 5th anniversary and discusses the potential factors that could influence returns in the months to come.
Fund Commentary • 12-06-2020
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.
Fund Commentary • 12-02-2020
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.
Fund Commentary • 04-02-2020
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.
Fund Commentary • 20-01-2020
2019 proved to be high-quality, despite the surprises
Despite the many surprises of 2019, it was a good year for the Fund. Bertrand Faure comments.
Fund Commentary • 17-01-2020
Large economic stimulus package to contribute to sharp recovery from 1Q 2020
Uda San discusses the breakdown of the Japanese Government's economic stimulus package.
Fund Commentary • 24-12-2019
Continued Equity Upside
Eric Sturdza explore the virtues of a positive outlook and it's impact on the fund's index.
Fund Commentary • 24-12-2019
Building Optimism for China-US Trade Deal
Lilian Co looks at the positive reverberations around progress towards a deal.