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
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 In our view, they are operating from an outdated perception of China’s economy.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
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
Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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