Drift Signal

Drift Signal

The Rise of a New China

European Straits #169

Nicolas Colin's avatar
Nicolas Colin
Apr 15, 2020
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Hi, it’s Nicolas from The Family. Today, I’m pursuing my series focusing on specific countries, how they’ve been faring so far in the Entrepreneurial Age, and what the COVID-19 crisis reveals. Here’s China 🇨🇳

⚠️ If you’re not a paying subscriber, here’s what you’ve missed lately 😉

  • A discussion of what’s happening on the stock market, with movement occurring between geographies and between growth and value stocks: Asset Allocation In a COVID-19 World.

  • A first run at discussing multi-asset allocation in the shift to the Entrepreneurial Age: Long/Short In a World Eaten by Software.

  • A review of policy discussions around the globe related to supporting startups during the COVID-19 crisis: Should Startups Be Bailed Out?

In the next Friday Reads, I will focus on how the COVID-19 crisis is accelerating the shift in the healthcare industry.

As for today, I’d like to come back to one of my favorite topics: China in the Entrepreneurial Age 🇨🇳👇

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