Mondrian’s Head of Chinese Equities, Ginny Chong, spoke with Barron’s recently to discuss reassurances by the Chinese government for more market-friendly policies. To access the article, click the link below.

Local Currency EMD Offers Excellent Value
According to our valuation standards, Local Currency EMD benefits from high PRYs and attractive currency valuations while Hard Currency EMD is tainted by very low credit spreads and an overvalued US dollar.