A Few Things...

May 16 2019

Back in London…..

1. China. I’m still absorbing the China trip and understanding how it will change my thinking (thanks again to Aron for the encouragement). I think the scale of the change at the macro level can be best summed up by China’s Belt and Road initiative which isn’t a China story, but an Asia story and maybe a global story.

A recent Parag Kha…