Could the counterintuitive effect of coronavirus be to spark a period of sustained outperformance by Chinese assets?
China will be the final casualty of the dollar bull market.
“Alibaba Group is one of the cheapest companies in the world today.”
Five major themes will underpin the “twenties”: balanced multipolarity, generational conflict, China’s introspection, atoms over bits, and climate change as an investment thesis.
We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.
China’s investment landscape is undergoing dramatic change. We dig into the real story behind the tech crackdown and latest policy moves.
We believe that global supply chain issues will persist given the potential for a climate-driven disruption, particularly in China.