Notz Stucki’s 2018 investment conference, which took place in June this year, featured in-depth presentations from Arthur Kroeber (Gavekal Dragonomics), Kerr Neilson (Platinum Asset Management) and Polytech Ecosystem Ventures.

James Macpherson from Notz Stucki has written up some of the key insights/takeaways, but I also recommend browsing through the speaker presentations, which his firm has been kind enough to share publicly (I’m not embedding it below, but scroll down to the bottom of their post for a link to download it). The first two presentations, in particular, contain lots of interesting data/charts on China and other global markets that investors might find useful.