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.
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.