The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.

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Investing In China Today

Investing In China Today

Many investors misunderstand the opportunities and risks in China. Why? In our view, they are operating from an outdated perception of China’s economy.
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Where We See Opportunity, and the Fallacy of Growth vs Value

Where We See Opportunity, and the Fallacy of Growth vs Value

Areas we’re finding undervalued “Growth” companies and “Value” companies with durable, underappreciated earnings growth
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“Fragile Value” & “Speculative Growth” Areas to Avoid

“Fragile Value” & “Speculative Growth” Areas to Avoid

Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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Investor Education
A Market Correction is an Opportunity.
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