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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...
qilincapital
Aug 31, 20224 min read
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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...
qilincapital
Jul 31, 20222 min read
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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...
qilincapital
Mar 31, 20223 min read
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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...
qilincapital
Jan 31, 20225 min read
11 views
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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...
qilincapital
Oct 31, 20215 min read
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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...
qilincapital
Sep 21, 20214 min read
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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...
qilincapital
Jun 9, 20215 min read
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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...
qilincapital
May 7, 20213 min read
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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...
qilincapital
Apr 29, 20212 min read
27 views
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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...
qilincapital
Feb 20, 20214 min read
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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...
qilincapital
Jan 22, 20212 min read
22 views
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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...
qilincapital
Dec 10, 20203 min read
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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...
qilincapital
Nov 11, 20202 min read
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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...
qilincapital
Oct 23, 20203 min read
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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...
qilincapital
Sep 15, 20205 min read
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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...
qilincapital
Aug 20, 20203 min read
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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...
qilincapital
Jul 2, 20201 min read
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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...
qilincapital
Jun 11, 20201 min read
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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...
qilincapital
May 21, 20204 min read
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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...
qilincapital
Mar 5, 20202 min read
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