EVENTS:   Japanese Equity Long/Short Ideas with Regional Experts - Tim Morse/Asymmetric Advisors & Amir Anvarzadeh/Asymmetric Advisors - 08 Sep 26   Why Global Liquidity Matters for Investors — and Where We Are in the Cycle? - Michael Howell/GL Indexes - 09 Sep 26     ROADSHOWS: Satellite-Driven Market Intelligence for Commodities - Dr. Christian Jasperneite /Cap2   •   London   07 - 07 Sep 26       US, European and Asian Equity Short Ideas - Robert Prather /Vision Research   •     15 Sep - 08 Oct 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.