In this presentation Callum Thomas, Head of Research at institutional research house Topdown Charts, will talk through the macro outlook for China. He will talk about where China is at in the business cycle, the key charts and indicators to watch, and how the macro outlook will shape the key risks and opportunities ahead. Listeners will leave the presentation with an understanding of the main things to think about on the macro front in China, and how to integrate that with the investment outlook.
Callum Thomas, Head of Research, Topdown Charts
Callum is the founder of Topdown Charts – a chart driven research house covering global asset allocation and economics. Callum has a background in multi-asset investment strategy on the buy-side and has built up strong research and analytical expertise for generating global macro driven investment insights and unique charts. Callum’s vision in creating Topdown Charts is to serve as a vital resource for portfolio managers and active asset allocators on idea generation, risk management, and in informing their macro view. Callum is based in Queenstown, New Zealand.