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June 2021
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...
May 2021
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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April 2021
Over the last years, Asia and China have emerged as economic powerhouses. However most investor portfolios do not reflect this new economic reality...
March 2021
It is important to cut through the noise and keep China's fundamentals in mind, particularly in light of the recent market correction. Here's a snapshot of China by the numbers.
February 2021
Chinese stocks had a strong, extended rally in the last twelve months, but underwent a correction recently, particularly in the high-growth technology sector that has...
January 2021
Parts of Asia and China have emerged as the winners of Covid-19 in 2020. Going forward in 2021, China is expected to post strong GDP growth rates of 6.8%. However, growth will be uneven across the region...
December 2020
2020 Year in Review
2020 has been quite a year, with significant headlines and headwinds. Nonetheless, the ACATIS QILIN Marco Polo Asia Fund has returned 38% this year, and over 59% since inception one and half years ago...
November 2020
RCEP: The World's Largest Free Trade Partnership
On November 15th, 2020, 15 countries in Asia Pacific signed the Regional Comprehensive Economic Partnership (RCEP), a landmark free trade agreement....
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October 2020
What Does China's 5-Year Plan Bring?
On October 26th, the Central Committee of the Communist Party of China convened to discuss China's 14th Five Year Plan. The Five Year Plan is China's policy roadmap...
INSIGHTS
Recent News
Evergrande - China's Lehman Moment?
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 in the Chinese property and finance sectors, and a general sell-off of Chinese, Asian and global securities. From our perspective, Evergrande is not China’s Lehman moment and we don’t believe there is a high systemic risk to global markets. While the government wants to signal the end of...