• SIGN IN
  • SIGN IN

    MACRO

    Coronavirus Update

    Could the counterintuitive effect of coronavirus be to spark a period of sustained outperformance by Chinese assets?


    CURRENCIES

    The Last Dance

    China will be the final casualty of the dollar bull market.


    STOCKS

    Cloud Continues to Scale

    “Alibaba Group is one of the cheapest companies in the world today.”


    MACRO

    Themes for the Next Decade

    Five major themes will underpin the “twenties”: balanced multipolarity, generational conflict, China’s introspection, atoms over bits, and climate change as an investment thesis.

    ABOUT EVENTS
    Twitter Linkedin Email
    © 2023 Stray Reflections. All Rights Reserved.
    terms · privacy · help