Guinness Global Investors recently released its “Greater China Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here. The fund faced a challenging third quarter of 2026 as weakness in Chinese domestic demand and a sharp reversal in technology shares weighed on returns, while Taiwan’s strong performance created a significant headwind for the Fund’s benchmark-relative positioning. The Fund declined 0.6% during the quarter, underperforming the MSCI Golden Dragon Index,...
