December 2021 / VIDEO
Three Contrarian Investing Views on China, Stagflation, Supply Chains
We think the market’s consensus on stagflation, supply chain shortages, and China may be wrong
- We have identified three contrarian investing ideas.
- We think the market’s current consensus of a stagflationary environment, in which growth is stagnant but inflation is high, is likely to prove incorrect.
- We also think product shortages and supply chain bottlenecks are likely peaking and that it’s time to get constructive on China.
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