Investors should be on guard for a more volatile and disruptive phase ahead.
American civilization like any other is a transitory thing. But the effort to meet the challenge of the rising East may yet reinvigorate it.
Five major themes will underpin the “twenties”: balanced multipolarity, generational conflict, China’s introspection, atoms over bits, and climate change as an investment thesis.
China’s investment landscape is undergoing dramatic change. We dig into the real story behind the tech crackdown and latest policy moves.