INVESTMENT THEMES 2017-20

摘要

TRUMP, TECH and geopolitics form a volatile mix. Traders love the roller coaster. But how do you step back, see the big picture and invest with a longer time horizon? Last month I spent three weeks on the road (and over water) on a Forbes Cruise for Investors from Singapore to Hong Kong, with port calls in Thailand, Cambodia, Vietnam and China, trying to spot longer-range profit. Here are nine themes.