EVENTS:   Update on the Roaring 1920’s Scenario - Edward Yardeni/Yardeni Research - 22 Oct 25   A Generational Opportunity to Invest in the Nuclear Renaissance with Ocean Wall - Ben Finegold/Ocean Wall - 28 Oct 25     ROADSHOWS: Consumer / Retail Channel Checks and Stock Picks - Mark Friedman & Marni Shapiro /The Retail Tracker   •   London   21 - 22 Oct 25       Commodities Research with a Focus on Energy - Kathleen Kelley /Queen Anne's Gate Capital   •   London   21 - 24 Oct 25       L/S US Communications, Media & Software Ideas - Andrew Freedman /Hedgeye   •   London   28 - 29 Oct 25       L/S Global Technology Ideas - Felix Wang /Hedgeye   •   London   03 - 04 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.