Capital Allocators – Inside the Institutional Investment Industry cover image

Tilly Franklin – Endowment Model at Cambridge University (EP.363)

Capital Allocators – Inside the Institutional Investment Industry

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Navigating Risks and Opportunities in China's Economic Landscape

This chapter explores the intricacies of risk assessment in China, highlighting geopolitical concerns alongside promising sector growth. It reflects on recent observations of a cautious yet optimistic outlook fueled by advancements in energy transition and healthcare innovation, while also hinting at a slowly improving US-China relationship.

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