The 33-year tradition at Sanford C. Bernstein is unique among investor conferences. It combines the industrial-strength research with the insights of CEOs from the world's largest and most important companies. TreeTop Asset Management LLP fund manager Peter Robson reports from New York City.
Investment Manager Rob Brewis took in the cities of Shanghai, Beijing, Tianjin, Zhengzhou, Qingdao and over 1,900 miles of high speed train travel in between. His report underlines steady growth with two key reasons - one is more cyclical but the other looks structural and likely to unfold over many years to come.