We highlight the opportunities to pursue in a world increasingly shaped by the 3 Great (3G) forces of a Great Decoupling, Great Volatility, and a Great Reset.
This update explores MSCI China’s evolving composition, its current valuations, and China’s macro outlook.
We examine the outlook for the US internet sector and the differentiated opportunities in the various sub-segments.
We examine China’s appetite for higher infrastructure spend ahead to support growth, along with the funding sources, and nature of projects to follow.
We examine the viability of solar as a renewable energy source and the supportive factors behind its long growth runway here.