Daniel’s tour of China

September 2018

As part of Hawksmoor Fund Managers’ rigorous approach to research and fund selection, Daniel Lockyer (CIO Fund Management & Senior Fund Manager) made an action-packed trip to China, which included 24 meetings and presentations over 5 days with the senior management of private and public companies and state-owned enterprises. Read all about the insights that he gained in the articles below:

Introduction

1. China’s Trade War with the US
2. The Property Market in China
3. Centrally Planned Economy/Politics
4. Shadow Banking
5. Infrastructure
6. The Environment

Conclusion