Japan opens itself internally and externally
MItsuhiro Yuasa discusses how Japan's economy is closely intertwined with those of the USA and China, plus the EU Economic Partnership Agreement.
Additional Government stimuli expected
Lilian Co takes a closer look at the US-China relationship.
A start of something new? Japan’s “Reiwa” Era
Mitsuhiro Yuasa comments on the outlook of the Japanese market in 2019 and the Fund's current portfolio strategy.
Pick up of construction orders likely to trigger an economic recovery
Yutaka Uda comments on the impact of the FY2018 supplementary budget on construction orders and their wider impact.
Chinese shares continue their uptrend
Lilian Co takes a closer look at Chinese auto, property and liquor stocks.
Chinese Stocks remain buoyant following US-China talks progress
During March, sentiment regarding Chinese stocks remained buoyant following progress in the US-China trade talks. Lilian Co comments.
Chinese equities represent a great opportunity for long-term value investing
Lilian Co, portfolio manager of the EI Sturdza Strategic China Panda Fund, provides an insider’s view of the Chinese markets.
A nearing trade deal?
Lilian Co discusses the progress made with regards to the US-Chinese relationship.