DM Monthly Report

Should we care about what is happening in China? 

Though DM’s investment process is rooted in individual company analysis rather than macro economic forecasting, we do still keep an eye on major global developments, especially as they might impact the relative outlook for different industry groups. Prominent among current macro issues is the state of China’s economy, and in particular the sharp slowdown it is now experiencing.

Click here to read more:  DM-Monthly-Report-Nov-15