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 think the market’s current consensus of a stagflationary environment, in which growth is stagnant but inflation is high, is likely to prove incorrect. At the same time, we also think product shortages and supply chain bottlenecks are likely peaking, while it’s time to get constructive on China.
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December 2021 / INVESTMENT INSIGHTS
January 2022 / INVESTMENT INSIGHTS