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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