EVENTS:   Lunch - How Bull Markets Die - Jawad Mian/Stray Reflections - 03 Feb 26     ROADSHOWS: Thematic Research Based Ideas - David Scott /CHA-AM Advisors   •   London   06 - 06 Feb 26       Commodities Research with a Focus on Oil and Energy - Kathleen Kelley /Queen Anne's Gate Capital   •   London   10 - 10 Feb 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.