Recently, the conflict between China and Taiwan has come to a head. From an investor's point of view, the possible further escalation of...

The first half of 2022 was a difficult one for Chinese equities and thus also for our ACATIS QILIN Marco Polo Asia Fund. China faces real...

In March, there was a significant price correction and volatility in Chinese equities and in the Acatis Qilin Marco Polo Asia Fund. An...

The ACATIS QILIN Marco Polo Asia Fund has gained 37% since its inception in June 2019 and outperforms the MSCI All Countries Asia by...

Executive summary In recent months, Chinese stocks have been roiled by a series of government regulations. Global investor confidence has...

Executive summary In recent weeks, investors have been concerned by the liquidity crisis of Chinese real estate developer Evergrande and...

Background In the last days, and also in the weeks prior, the fund experienced sharp price declines for some Chinese companies. We would...

Executive Summary Talks of decoupling and moving supply chains away from China have dominated headlines, particularly in light of the...

Executive Summary Over the last years, Asia and China have emerged as economic powerhouses. However, most investor portfolios do not...

February 2021 Executive Summary Chinese stocks had a strong, extended rally in the last twelve months, but underwent a correction...

January 2021 Strong Asia recovery in 2021 with China leading the pack Parts of Asia and China have emerged as the winners of COVID-19...

December 2020 ACATIS QILIN Marco Polo Asia Fund has developed successfully 2020 has been quite a year, with significant headlines and...

November 2020 Executive summary On November 15th, 2020, 15 countries in Asia Pacific signed the Regional Comprehensive Economic...

October 2020 On October 26th-29th, the Central Committee of the Communist Party of China convened to discuss China’s 14th Five Year Plan...

September 2020 Industrial and Digital Revolution of the Past Steam engines, electricity and computers are three technological innovations...

August 2020 Executive Summary COVID-19 has further accelerated the trend of digitization in China. The pandemic has had a transformative...

July 2020 Executive summary The 2020 half-year results are in. China outpaces other countries in terms of economic rebound. It has posted...

June 2020 June 2020 marks the first full year of the ACATIS QILIN Marco Polo Asia Fund. During this timeframe, the fund has weathered the...

May 2020 China’s New Normal China was the first country to contend with and recover from the COVID-19 pandemic. Factories, businesses and...

March 2020 Executive Summary There are currently over 119,000 COVID-19 cases globally. While new cases of COVID-19 are on the upswing...