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.
Despite recent market strength, we believe compelling opportunities exist in defensive segments with attractive valuations and resilient long-term return potential.
India continues to offer strong long-term potential, with a growing economy and deepening markets, though high valuations remain a key challenge for value investors.
Despite recent market strength, led largely by cyclical stocks, we continue to find compelling opportunities — particularly in defensive segments.
Markets have staged an impressive rebound since April, but the underlying macro picture is far from resolved.
A weakening US dollar historically creates a fertile backdrop for emerging market assets, driven by enhanced capital flows, commodity tailwinds, and improved debt dynamics.
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