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.
Global Equity Investment Outlook – Q1 2025
In contrast to many commentators, we increasingly think Europe is a very interesting market. Expectations have generally been compressed by a pretty weak economic backdrop and an extended period of equity market underperformance.
