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Dan Fineman: Markets tend to overlook the vulnerabilities of disruptors to disruption
Our Co-Head of Equity Strategy in Asia Pacific reminds us that even disruptors can be disrupted. These are the things that investors should pay attention to, according to Dan Fineman in our interview with him.
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Food Disrupted: A Sizzling Opportunity
If the hunt for returns is what motivated attendees at the 21st Credit Suisse Asian Investment Conference (AIC), observing the overworked (but commendably composed) baristas over four days suggests coffee is what fuelled them.
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Why Bearish Politics is Catching Up with Bullish Markets
Investors could be forgiven for becoming blasé about political risk in recent years. For a long time, regardless of what chaos disrupted politics, from Donald Trump’s election to Brexit, to the threat of nuclear war on the Korean peninsula and unclear election results across Europe, markets continued to rise serenely. Until recently.
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Get Ready for China’s Great Wall of Money
Excited about A-shares joining the MSCI? Can’t get enough of Stock Connect? Investors are preoccupied with getting access to China and for good reason. But arguably far more significant for global markets is the billions of onshore renminbi that is increasingly looking for a home offshore.
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Donald Trump’s Socratic Method
It was a little hard to tell whether Reince Priebus, former White House Chief of Staff and Chairman of the Republican National Committee, had his tongue in his cheek when he said Donald Trump’s decision-making process “follows a Socratic method”, as he put it when discussing the inner workings of the White House in his Keynote Speech on Day 3 of the 2018 Credit Suisse Asian Investment Conference (AIC).
