Does the Music Stop in China?
Chinese economic policies and motivations since 2008 not only emphasize growth and sustainability of state-owned enterprises but, a critical but much less well-appreciated dimension is the Chinese government’s emphasis on stability. No economic policy in China will ignore this, and the high value placed on stability pervades all the current trade talks with the United States.
The Overvaluation Engine
High growth companies competing for large total addressable markets may not be creating long-term value. Cheap capital has created a vicious circle of unproductive investment. Markets will correct this overvaluation and misappropriation with a rather unpleasant bang.
Investment Selection
Investments focus on technologies and life sciences. Our selections are focused, and information is gathered from multiple sources and perspectives, along with our industry experience and network of experts. This provides a better perspective and enables a truer...
Biotechnology – Volatile, Risky, and Extraordinary
Biotechnology has been beaten up a lot lately and has had a very volatile and unimpressive recent history. However, biotechnology is still one of the single greatest investment opportunities available, and new and exciting factors are developing and enhancing the attractiveness of the sector