China’s 5-year plans give valuable insights into long term government focus areas: a great foundation to base our China portfolio
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China trip reveals rapid progress that could profoundly shift global wealth creation in years ahead: big opportunities for savvy investors
Amidst tariff turbulence, analysis of US debt levels shows likely rise in risk premiums and long term structural global change
A 15-year analysis of returns in five markets shows primary predictor of return over the long term – earnings growth
We caution investors about the long-term structural changes in the consumer staples space that are impacting old brand leaders
Our contrary view of the current negative narrative in China’s property and private sectors
Our thoughts on the year that was and predictions for the year ahead
The lagging impact of US interest rate rises will disrupt markets and hit asset prices; we hope to take advantage
We spy long term winners created by mis-perception and hype in sectors facing epochal change – artificial intelligence and healthcare
Looking through the haze of negative narrative on China, we see cause for optimism in the property and tech sectors