October 2021 Fact Sheet
Vaccine relief Download PDF
September 2021 Quarterly Letter
Download PDF
September 2021 Fact Sheet
Energy Squeeze Download PDF
August 2021 Fact Sheet
Vaccine confidence builds Download PDF
July 2021 Fact Sheet
China regulatory crackdown Download PDF
June 2021 Quarterly Letter
Download PDF
Look out for our new VLOGs – COMING SOON!
We welcome feedback on our reports.
We want to make sure they’re as relevant as possible to our investors.