EVENTS:   Building Resilient Portfolios in an Age of Disruption - Pavol Povala/Allocation Strategy - 19 Nov 25   NEW SERIES: Best Equity Long Ideas Conference Call 1 - Kevin Cassidy/Rosenblatt Securities & Andrew Freedman/Hedgeye & Jonathan Boyar/Boyar Research & Hamed Khorsand/BWS Financial & Pelham Smithers/Pelham Smithers Associates & Hemant Kotak/Kolytics & Benjamin Silverman/2Xideas - 20 Nov 25   UK Budget - How Did We Get Here, Why is UK Having Another Massive Tax Hike? - Mark Bathgate/Tweeddale Advisors - 21 Nov 25     ROADSHOWS: Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

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.