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August 2022
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 ...
January 2022
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...
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...
October 2021
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...
March 2022
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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INSIGHTS
Recent News
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 this conflict represents one of the greatest risks for an investment in China. We would like to shed light on the conflict, and the possible impact on investments and strategy adjustments to our fund.
The "status quo" of recent years, namely China's proclamation that Taiwan belongs to China, the non-recognition of Taiwan as an independent country by most countries in the world, and an established democracy in Taiwan, represented an acceptable, but unstable...