Founder and Strategist, Entext Economics & Strategy

Sean Maher

Founder and Strategist

Entext Economics & Strategy

Entext provides institutional investors with distinctive, actionable asset allocation and thematic research, which typically challenges the market consensus. Our clients range from credit, equity and multi-asset hedge and pension funds to family offices and sovereign funds. 
 
We focus on identifying key inflection points in macro data and relative asset performance amid the 'groupthink'  and confirmation bias that characterizes most investment bank analysis.

Macro Driven Investment Insight

Thematic (Sector/Industry)

China Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>A key theme is that China’s next shock for the global economy will be the rising competitiveness of its consumer brands, which can squeeze Western multinationals out of emerging markets.</li>
<li>The auto sector is one which risks this disruption as domestic brands like Great Wall and Geely achieve critical mass in the booming SUV market, now about half of domestic vehicle output.</li>
<li>Chinese brands have over 60% market share in SUVs, with the best-selling entry level model selling for $13k and industry…</li>
</ul>


A key theme is that China’s next shock for the global economy will be the rising competitiveness of its consumer brands, which can squeeze Western multinationals out of emerging markets.
The auto sector is one which risks this disruption as domestic brands like Great Wall and Geely achieve critical mass in the booming SUV market, now about half of domestic vehicle output.
Chinese brands have over 60% market share in SUVs, with the best-selling entry level model selling for $13k and industry…
