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  • The Trouble With China By: David Barrosse, CEO September 23, 2021 — A recent book, The Long Game: China’s Grand Strategy to Displace American Order, makes the compelling case that the Chinese Communist Party (CCP) has been following a systematic plan to exert its influence over the region and the world since the end of the Cold War. The […]Learn More
  • A New Cold War? The Deteriorating Relationship Between China and The US July 8, 2021 — Our job as investment analysts is, by necessity, to attempt to look over the horizon. But as Yogi Berra famously said, “It’s tough to make predictions, especially about the future.” A necessary device for the adept analyst is ascertaining where there might be blind spots in consensus investor views. Though most […]Learn More