From Tech to Rare Earths, China’s Reverberations Instill Both Fear and Opportunity
By Stuart Katz, Chief Investment Officer October 28, 2021 – Every year, the markets seem to exhibit some new idiosyncratic risk. Most recently, we saw the tremors caused by China’s abrupt shift in regulatory policy as it tightened control across all facets of society, targeting technology, education and real estate companies in particular. While these […]