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Insight - Making Sense of the Narrative


As the twittersphere morphs from being experts on infectious diseases to experts on Geo-politics and ‘The Great Game’, it is worth remembering that it is an assessment of what policy will most likely be enacted by those in a position to do so rather than what we ourselves (or any other armchair experts) think should be done.

The famous investor Peter Lynch worked on the principle that he invested in ‘things he knew about’ and similarly it often pays to listen to the things around us rather than waiting for them to become ‘official’.

The latest Market Thinker piece is up over at CitiWIre. We are looking here at Digital Health as an investment theme.

The only thing normal about this summer seems to be the seasonality around markets as they increase risk aversion in the face of of light volumes and low liquidity.

As Equities and Commodities moved higher, western investors in Chinese VIE structures got a shock as one of the hitherto ignored risks to the sector (change in Chinese policy) suddenly appeared.