Inspired by Netflix series Blackmirror and the book Homo Deus by Yuval Noah Harari, this report is about how technology is accelerating change and making the world less predictable for investors. Looking at China we try to see hints of the future. What we see there is the rise of fintech start-ups disrupting the banking industry, and that access to (partners with) offline presence is key to online companies that sell physical goods. We also make an introduction to blockchain technology and revisit the role of precious metals in this era of cryptocurrencies.

Share