China

Why Not to Worry About China

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Why Not to Worry About China Back in November, we wrote: “The skeptics and haters of the current bull market have spent the last eight years finding reasons and justifications for their skepticism.  One of the favorite reasons for pessimism...
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A Tale of Two Chinas

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The skeptics and haters of the current bull market have spent the last eight years finding reasons and justifications for their skepticism.  One of the favorite reasons for pessimism has been China. Sometimes China has been a geopolitical boogeyman, with...
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Is China Doomed?

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Is China Doomed?  Don’t Hold Your Breath  Bitcoin’s from time to time, coverage of China rises to a crescendo in the popular media.  China coverage reflects some of the same schizophrenia that afflicts much of the media’s output.  At many...
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October 06, 2016

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Healthcare and Global Demand Growth Around the world, rising living standards are driving global demand growth for goods and services.  We have often written about the rise of new global middle classes as linchpins of this growth – particularly the...
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