EVENTS:   A Generational Opportunity to Invest in the Nuclear Renaissance - - 15 Jun 26     ROADSHOWS: Actionable Macro Views for Real-Time Markets - Danielle DiMartino Booth /QI Research   •   London   21 - 26 Jun 26       Internet and Media Coverage and Ideas - Barton Crockett /Rosenblatt Securities   •   London   22 - 23 Jun 26       Semiconductors Coverage and Ideas - Kevin Cassidy /Rosenblatt Securities   •   London   25 - 26 Jun 26      

The China Syndrome - Thematic with Trade Recommendations

Entext

Thu 06 Feb 2020 - 12:30

Summary

There is no stopping the Chinese Juggernaut!

Topics

Current themes include:

Low carbon energy transition

The global competitive shock from increasingly sophisticated Chinese consumer brands

China tech ‘decoupling’ from the US.