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

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

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

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

We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.

We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.

China’s investment landscape is undergoing dramatic change. We dig into the real story behind the tech crackdown and latest policy moves.

Changing weather patterns pose a bigger risk than geopolitics. China is the country most vulnerable to flooding as global temperatures rise.

We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.

At a time when tremors in China are rippling through world, understanding the content of Xi’s new scripture—Common Prosperity—takes on urgency.

Changing weather patterns pose a bigger risk than geopolitics. China is the country most vulnerable to flooding as global temperatures rise.

What if the greatest trick the market ever pulled was convincing investors that we’re still in a bear market?

Why invest in a country with a shrinking working age population, excessive debt, a slow-motion property crash, unprecedented sanctions, and a leader for life?

If you believe you have a good understanding of China, think again. This is the most insightful discussion on China you’ll ever come across.

We continue the conversation daily in our members-only Slack group. These are the most helpful insights gained from the community last month.

It is both painful and career risky to invest in China. But what if a multi-year bull market is on the horizon? Are you prepared to think about that?