by Jacques Lemoisson | Jan 17, 2022
If consumption will likely recover rapidly once lockdowns are lifted, the impact on production and supply chains will likely be manageable. In 2020, travel restrictions were imposed when most people had already returned to their hometowns to celebrate the Chinese New...
by Jacques Lemoisson | Jan 5, 2022
Enjoy the ride! Outlook2022 AN Share...
by Jacques Lemoisson | Nov 24, 2021
Let me introduce the last thematic completing our Global China Thematic universe: Healthy China 2030 Key takeaways Fully aligned with the current 5-year plan and its $600bn of investments China’s healthcare equipment market CAGR of 13.6% Traditional Chine Medicine is...
by Jacques Lemoisson | Oct 7, 2021
It seems that markets are ignoring some risks …. Share...
by Jacques Lemoisson | Aug 18, 2021
Mr. Market is only concerned by Central Banks, no clue about Delta variant and geopolitical tensions. When Powell advocates for transitory inflation, China is closing ports, and the Taliban are taking control of Afghanistan, which is depicted by an internal memo from...
