Recently the conflict between China and Taiwan has come to a head. From an investor's point of view, the possible further escalation of this conflict represents one of the greatest risks for an investment in China. We would like to shed light on the conflict ...

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The ACATIS QILIN Marco Polo Asia Fund has gained 37% since its inception in June 2019 and outperformed the MSCI All Countries Asia index by 6%. The fund has over Euro 170 million assets under management. 2021 has been a difficult year for Chinese equities...

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In the last days, and also in the weeks prior, the fund experienced sharp price declines for some Chinese companies. We would like to provide an overview on the reasons behind the market correction, which would offer greater clarity on how the situation might...

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China faces real challenges on several fronts, in particular:  

1. Unresolved Taiwan issue and China's response to Nancy Pelosi's visit

2. Negative economic impact of sticking with the "zero Covid strategy” with its lockdowns ... 

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In recent months, Chinese stocks have been roiled by a series of government regulations.  We believe it is important to view the regulations in a broader context and frame the government's priorities through the two lens of Dual Circulation and the 3 S's...

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Talks of decoupling and moving supply chains away from China have dominated headlines, particularly in light of the US-China trade tensions and Covid-19 pandemic. However the reality is much more nuanced...

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An accumulation of market risks in March led to one of the strongest sell-offs in Chinese equities since the Covid outbreak in 2020. However, for the first time, China's highest regulatory body, the State Council officially pledged to support the capital markets and..

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In recent weeks, investors have been concerned by the  liquidity crisis of Chinese real estate developer Evergrande and its potential spillover to global financial markets. This has triggered increased volatility, a pullback in valuations ..

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Over the last years, Asia and China have emerged as economic powerhouses.   However most investor portfolios do not reflect this new economic reality...

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