Lilian Co, portfolio manager for EI Sturdza’s Strategic China Panda Fund explains why China’s New Economy, a term she uses to describe the region’s growing technology, healthcare and education sectors, is likely to lead the region to sustained economic growth over the long term.
She goes on to talk about the impact of recent market reforms and how this has boosted corporate profitability.
About Lilian Co
Lilian Co has over 20 years’ experience investing in Chinese and Asian equities. After a successful fund management career with Baring Asset Management, Lilian now continues her award-winning investment style with E.I. Sturdza Strategic Management Limited and the Strategic China Panda Fund. Lilian is a Chartered Financial Analyst (CFA), and holds a Bachelors of Commerce degree from the University of Alberta (Canada) and an MBA from the University of Nottingham (UK). Lilian is based in Hong Kong.
About the EI Sturdza Strategic China Panda Fund
The objective of the Fund is to achieve long-term capital appreciation in the value of the assets by investing in China-related securities listed in, but not limited to the Greater China region.
Key Points: Access to the Chinese growth story through one of the leading Portfolio Managers in the region. Stock selection and net exposure are adjusted to take advantage of an insider’s view of the Chinese business cycle. Invested predominantly in China stocks listed in major markets like HK, China (A/B shares) and U.S. (ADRs), offering investors greater liquidity and transparency over other forms of investments in China.