EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       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      

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IRF in association with AFI
AFI Innovation Summit

13 Nov 25 09:00 GMT

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Why doesn’t China embark on Stimulus? Why do Chinese credit markets remain so calm? How do balanced capital flows square with talk of a dollar shortage?

17 Oct 19 12:30 UTC

Macrolens
Brian McCarthy   Brian McCarthy Managing Partner Brian is Managing Principal. From 2011 to 2018, he served as Chief Strategist and Portfolio Manager at Emerging Sovereign Group, where he managed the Nexus Fund, a China-focused macro hedge fund. Brian is a frequent traveller to China and has met with hundreds of individuals across the financial sector. These experiences have shaped his notably bearish perspective on financial risks in China.
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