Perspectives on the China-Taiwan Conflict
Recently, the conflict between China and Taiwan has come to a head. From an investor's point of view, the possible further escalation of...
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qilincapital
- Jul 31, 2022
- 2 min
2022 China Half-Year Review
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...
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qilincapital
- Mar 31, 2022
- 3 min
China Vows Market Support
In March, there was a significant price correction and volatility in Chinese equities and in the Acatis Qilin Marco Polo Asia Fund. An...
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qilincapital
- Jan 31, 2022
- 5 min
2021 Annual Review and 2022 Outlook
The ACATIS QILIN Marco Polo Asia Fund has gained 37% since its inception in June 2019 and outperforms the MSCI All Countries Asia by...
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qilincapital
- Oct 31, 2021
- 5 min
Framing Regulations in the Context of China's Long-Term Development Goals
Executive summary In recent months, Chinese stocks have been roiled by a series of government regulations. Global investor confidence has...
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qilincapital
- Sep 21, 2021
- 4 min
Evergrande - China's Lehman Moment?
Executive summary In recent weeks, investors have been concerned by the liquidity crisis of Chinese real estate developer Evergrande and...
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qilincapital
- Jun 9, 2021
- 5 min
China is Adhering to its Socio-Political Goals
Background In the last days, and also in the weeks prior, the fund experienced sharp price declines for some Chinese companies. We would...
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qilincapital
- May 7, 2021
- 3 min
The Reality of Decoupling from China
Executive Summary Talks of decoupling and moving supply chains away from China have dominated headlines, particularly in light of the...
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qilincapital
- Apr 29, 2021
- 2 min
How Much to Allocate to Asia and China in a Global Portfolio?
Executive Summary Over the last years, Asia and China have emerged as economic powerhouses. However, most investor portfolios do not...
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qilincapital
- Feb 20, 2021
- 4 min
Understanding the Recent Stock Market Volatility
February 2021 Executive Summary Chinese stocks had a strong, extended rally in the last twelve months, but underwent a correction...
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qilincapital
- Jan 22, 2021
- 2 min
Asia and China 2021 Outlook
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...
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qilincapital
- Dec 10, 2020
- 3 min
2020 Year in Review
December 2020 ACATIS QILIN Marco Polo Asia Fund has developed successfully 2020 has been quite a year, with significant headlines and...
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qilincapital
- Nov 11, 2020
- 2 min
RCEP: The World's Largest Free Trade Partnership
November 2020 Executive summary On November 15th, 2020, 15 countries in Asia Pacific signed the Regional Comprehensive Economic...
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qilincapital
- Oct 23, 2020
- 3 min
What does China'a 14th Five Year Plan Bring?
October 2020 On October 26th-29th, the Central Committee of the Communist Party of China convened to discuss China’s 14th Five Year Plan...
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qilincapital
- Sep 15, 2020
- 5 min
Artificial Intelligence: China Racing to Pole Position
September 2020 Industrial and Digital Revolution of the Past Steam engines, electricity and computers are three technological innovations...
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qilincapital
- Aug 20, 2020
- 3 min
Acceleration of Digitization in China
August 2020 Executive Summary COVID-19 has further accelerated the trend of digitization in China. The pandemic has had a transformative...
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qilincapital
- Jul 2, 2020
- 1 min
China Half-Year 2020 Review
July 2020 Executive summary The 2020 half-year results are in. China outpaces other countries in terms of economic rebound. It has posted...
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qilincapital
- Jun 11, 2020
- 1 min
Marco Polo Asia Fund is One Year Old
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...
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qilincapital
- May 21, 2020
- 4 min
China's New Normal: Caution in "Coronaverse"
May 2020 China’s New Normal China was the first country to contend with and recover from the COVID-19 pandemic. Factories, businesses and...
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qilincapital
- Mar 5, 2020
- 2 min
COVID-19: A China Perspective
March 2020 Executive Summary There are currently over 119,000 COVID-19 cases globally. While new cases of COVID-19 are on the upswing...
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