The China Edition - Why You Would Be Crazy to Give Up, How Contagious is Evergrande, Real Estate Hits Lows, Epic Wind Power Investments.

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You’d be Crazy to Give Up on China | Aubrey Capital Management. Rob Brewis, co-manager of Aubrey Global Emerging Market Opportunities, on why we are still bullish on China and where we are finding opportunities.

China Data Center Sector | Real Estate Foresight. At a macro level, the sector, or at least the major carrier-neutral players in China, continues with strong revenue growth. On one hand with the continued policy support and push for new infrastructure and digitalisation, big data industry with data as a production factor, while on the other hand, with the controls of the tech sector over the appropriate use of data, and a whole wave of regulations on energy use, efficiency and how data centers should be properly done. On the side, crypto mining is banned but less clear about the metaverse outlook.

We’re Adding Chewy to Our Nice List, Will the Street do the Same? | LikeFolio. Chewy (CHWY) has been on our nice list for a while now. With a happiness rating of 81% positive (+4 points higher than last year), they are obviously doing something right. Adding to this high consumer happiness rating, data shows signs of customer retention, namely through Chewy’s subscription program Autoship.

Just How Contagious is Evergrande? | Malcolm Riddell. Just as a personal crisis can lead you to dig deeper into yourself, so the rapid-fire events in China - with trillions of dollars of business and investment on the line - have led us to (finally) go deeper into how China works – and to come to grips with uncertainties caused by Xi Jinping’s recent moves to reshape the Chinese economy and the Party’s social contract with the Chinese people.

Sony – An Epic Partner | Lightstream Research. We have been arguing that significant collaboration between Sony and Epic is likely in forming the key infrastructure for the metaverse. The recent Matrix Awakens demo starts to reveal some of the possibilities. And it demonstrates why we believe popular metaverse theme names like Facebook and Roblox have no realistic chance of competing.

Asia Ex-Japan Real Estate: Hitting the Lows, India Rotation | Copley Fund Research. With the Evergrande crisis rumbling on, Real Estate exposure among Asia Ex-Japan managers has taken an aggressive move lower. China and Singapore Real Estate stocks have been hardest hit, yet India Real Estate stocks have seen an uptick in interest among managers, with exposure rising across a number of stocks in the sector.

Chart of the Week - US Equities have Crushed RoW

US equities utterly crushed global equities the past decade. There appears to be a 10-15 year cycle in play here, and a lot of the elements are falling into place for a turn in the cycle… however the cautionary on that is that if you take that upper limit as a rule (15-years), the current cycle could keep going into 2023. (read, from Topdown Charts).

Contributor Spotlight: Counterpoint Technology Market Research

Counterpoint is a market research company dedicated to delivering in-depth intelligence of the technology markets to the C-levels of the mobile industry. Founded by Analysts based out of Korea, India & UK Our senior team of renowned industry analysts has seen technology companies and the mobile industry evolve and they’ve now come together to redefine market research. Read Counterpoint Technology Market Research's insights here.

And Lastly… Desert winds will blow China past aggressive wind targets

When there's no red-tape and no red lights, this is what building 100 GW of wind & solar projects in two years looks like (hint: it took 5 years to finish Europe's largest - of just 1 GW). Read from Rethink Energy.

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