Macroeconomic and Investing, The Macro Compass

Alfonso Peccatiello (Alf)

Former head of a $20 bn Investment Portfolio and passionate global macro investor. I write The Macro Compass, a financial newsletter providing actionable investment ideas & unique macroeconomic insights to enhance the risk/return of your portfolio

Macroeconomic and Investing

The Macro Compass

Actionable investment ideas and unique global macro insights. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.

Actionable Investment Ideas

Macroeconomics

<ul><li>China is supposed to become the largest economy in the world over the next decade, and yet it still looks like a black box to many.</li><li>By many metrics, investors are still under-allocated to Chinese exposure but arguably there are structural reasons why that’s the case.</li><li>So, <strong>how does China fit in a global macro portfolio?</strong></li></ul>

China is supposed to become the largest economy in the world over the next decade, and yet it still looks like a black box to many.By many metrics, investors are still under-allocated to Chinese exposure but arguably there are structural reasons why that’s the case.So, how does China fit in a global macro portfolio?

China: To Invest or Not To Invest?