Investing in a 3G environment
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.
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MSCI China – where do we go from here?
This update explores MSCI China’s evolving composition, its current valuations, and China’s macro outlook.
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Overview of the US internet sector: examining the broad trends and sub-industries
We examine the outlook for the US internet sector and the differentiated opportunities in the various sub-segments.
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China’s infrastructure outlook in 2022 and beyond
We examine China’s appetite for higher infrastructure spend ahead to support growth, along with the funding sources, and nature of projects to follow.
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Special topic: renewable energy – solar
We examine the viability of solar as a renewable energy source and the supportive factors behind its long growth runway here.
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