Mondrian’s Head of Chinese Equities, Ginny Chong, spoke with Institutional Investor recently to discuss why fundamental factors are not driving components for retail investors in the onshore China Market. To access the article, click the link below.
International Equity Investment Outlook – Q3 2024
Recent equity market volatility has led some to question the Japanese equity market renaissance. In this paper, we revisit the rationale for our positioning in Japan and to consider what, if anything, has changed more recently.