EVENTS:   A Dangerous Equation: The Explosion of Enterprise AI Use + The Explosion of AI-Armed Hackers - Randy Eckel/Marker Advisors - 29 Jul 26     ROADSHOWS: L/S Consumer Staples And Retail Ideas - Daniel Bilosi & Brian McGough /Hedgeye   •   London   03 - 07 Aug 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.