Key Points
Saurabh Mukherjea, Founder, Marcellus Investment Managers, says "China's economic boom over the last 20 years supported commodity prices..
China's economic unwinding, perhaps its economic collapse over the next 10 years, will have a deflationary impact..
As and when that becomes apparent to bond markets and to central banks, the narrative that we are close to the top of the interest rate cycle will solidify..
Just to reference our investment in GMM (I have invested, my parents are invested and our 10,000 clients are invested in it), DBAG, the private equity firm, entered GMM 10 years ago..
Typical private equity investment cycle is seven to 10 years and DBAG exited in favour of Chrys Capital..
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