Capitalising on a changing landscape in China
Thematic investing is particularly appealing for investors looking to tap the far-reaching demographic, environmental and behavioural changes in China in their search for alpha.
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FSA SPY
The FSA Spy market buzz – 3 February 2025
DeepSeek’s big surprise digested; A PE ETF that is not all it seems; Ninety One’s Nintendo goodies; Chinese cars are marching forth; Warren Buffet’s cash; Gold bug happiness and Meta’s real virtual loss.
