FMG (EU) China Fund gained +7.1% in the 4th Quarter and +25.4% in 2017

The Shanghai Composite Index was up +14% in 2017 and it was once again firmly on investors’ radars for all the right reasons. China, the world’s second-largest economy, produced GDP growth of 6.9% for 2017, which is an impressive number. This coupled with low...

FMG (EU) China Fund gained +6.4% in the 3nd Quarter of 2017

FMG (EU) China Fund gained +6.4% in the 3nd Quarter of 2017 It was a strong quarter for Chinese equities despite a flat month of September. Some macro factors towards the end of the quarter signalled slightly higher inflation (+1.8%) and a seasonal slowdown in...

FMG (EU) China Fund gained +6.8% in the 2nd Quarter of 2017

FMG (EU) China Fund gained 6.8% in the 2nd Quarter of 2017 A Shares in China gained 2.2% (MSCI China A) during the quarter, but lagged both the Hong Kong shares and emerging markets in general. During the quarter, the regulator introduced tougher measures targeting...

FMG (EU) China Fund gained +3.1% in the 1st Quarter of 2017

FMG (EU) China Fund +3.1% in the 1st Quarter of 2017 After a disappointing 2016, when the market lost mid-teens, Chinese A share stocks have started its path to recovery with mid-single digit gains during the first three months. Economic data for February points to a...

FMG (EU) China Fund gained +2.9% in the 3rd Quarter

In the 3rd quarter, the Fund remained defensively positioned, with a 25% cash position. Since March, the market continued trading in a very tight range with a low of 2800 and a high of 3125 on the Shanghai Composite, or a 5% upside and downside range. Over the year,...
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