Barron’s — China’s Bad Economic News Has a Bright Side for Investors

global equities

Mondrian’s Ginny Chong, head of Chinese equities, recently spoke with Barron’s to discuss finding value amid the sharp selloff in Chinese stocks in the article, China’s Bad Economic News Has a Bright Side for Investors. To read the full article, click here.

Recent Insights

international equity

International Equity Investment Outlook – Q2 2023

The Japanese equity market has enjoyed a resurgence of popularity as corporate governance reforms led by the Tokyo Stock Exchange have drawn investors back. This has been welcome for Mondrian’s international and global equity portfolios which more recently have had a differentiated and contrarian overweight position.

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investment solutions

US Dollar Beginning to Fall Sharply

Only the second time the USD has been over 2 standard deviations overvalued, If history is any guide, the dollar could have much further to fall, boosting the return on unhedged
global bonds vs US domestic bonds.

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