EVENTS:   The Case for an 8.5% T-Note Yield - Murray Gunn/Elliott Wave International - 02 Jun 26   Best TMT Equity Ideas Conference Call - Andrew Beale/Arete Research & Craig Huber/Huber Research Partners & Martin Jacobs/JNK Research & KC Rajkumar/Lynx Equity Strategies & Steve Thompson/Sales Pulse Research & Kevin Cassidy/Rosenblatt Securities - 03 Jun 26   Fault Lines: China, Iran and the Future of U.S.-China Competition - Alice Han/Greenmantle - 04 Jun 26     ROADSHOWS: High Performance Computing & FinTech Coverage and Ideas - Chris Brendler /Rosenblatt Securities   •   London   03 - 04 Jun 26       L/S Industrials, Materials, Energy & Utilities Ideas - Jay Van Sciver & Fernando Valle /Hedgeye   •   London   09 - 11 Jun 26       Global Conflicts - Implications for Defense Contractors - Byron Callan /Capital Alpha Partners   •   London   09 - 12 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.