Welcome!
Martin Lau
Global review
China equities: Keeping a long-term view
The key for us has always been the quality of the business and management, backed by structural growth drivers
April 05, 2023
Global review
China equities: Quality and patience go a long way
We appeared to be closer to the bottom than the top. Therefore, we have added to our high conviction core holdings.
March 30, 2023
China Focus
Reflections on China's market evolution over the last 30 years
The journey has been very rewarding.
March 22, 2023
Investing strategies
How is corporate China evolving?
Valuations are not “distressed”, but are certainly attractive.
August 11, 2022