Gave sees silver lining around dark clouds over Ukraine

In the first quarter, investors sold off their Chinese shares en masse. Foreign investors who had burned their money in Russia were afraid that a similar scenario would unfold in China, potentially leaving them with stranded assets. But there is a silver lining here, Louis-Vincent Gave, co-founder and director of research company GaveKal, told Investment Officer. “A Taiwan invasion is less likely now than it was a few months ago.”