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Long read

June 2022 Enlightenment.
Infinite progress, Isaac Newton’s folly, the Year of the Tiger and more from our fund teams.

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November 2021 The real case for China.
Willingness to change gives Chinese firms an innovation advantage.

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October 2021 China’s gen Z+
How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.

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July 2022 Archived China: the Year of the Tiger.
Despite new regulations, now may be the best time to pounce and hold select Chinese stocks.

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August 2021 Archived Enlightenment.
Digitising China, lessons from Venice, picking cultural outliers, and more from our fund teams.

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