07 November 2020
10 min read

The Great China Decoupling

There is a lot packed into this note. This is longer than I usually send out. There’s a good reason though. This note could frame our investing outlook for the coming years… It’s worth bending the rules. Let’s give your attention span a workout, and dive straight in. China stands increasingly isolated on the global stage. There has been renewed talk of “The Great Decoupling”. Trump confirmed as much last month: Amidst the predictable hysterical reactions and media reductionism, it was easy to lose perspective. Decoupling is defined as: “a situation in which two or more activities

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