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.
