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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This update explores MSCI China’s evolving composition, its current valuations, and China’s macro outlook.
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We examine the outlook for the US internet sector and the differentiated opportunities in the various sub-segments.
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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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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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