Driehaus Capital Management is an independent boutique investment adviser managing long-only equity and multi-asset alternative strategies.
of institutional investment experience, founded in 1982 by renowned investor Richard H. Driehaus.
Liquified natural gas demand in China is expected to significantly outpace the market. If these growth rates prove correct, and they could be conservative as Chinese demand has grown >40% in both 2017 and 2018, there is not enough liquefaction capacity to meet demand.
We believe that more than ever, your view on how the Chinese economy evolves this year is central to asset allocation and your view on markets in general. In the decision-tree of investing in 2019, China is the root node. Why do we believe this?