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From Brazil to Chinese Tech: Variant Perception's Contrarian Calls for 2026 (Preview)
Published 2 months ago
Description
Jan 21, 2026 – What surprises could catch investors off guard in 2026? In today's FS Insider interview, Jonathan Petersen, macro strategist at Variant Perception, walks through the firm's contrarian calls for the year ahead. From a long-awaited capex...