ARCHIVES: Fourth Quarter 2019

Ensemble Capital Goes to China: The Context of China’s Rapid Growth

9 December 2019 | by Sean Stannard-Stockton, CFA

This is part V in a five part series about Ensemble’s recent trip to China. Read part I for more […] READ ARTICLE

Ensemble Capital Goes to China: The Two Chinas

6 December 2019 | by Sean Stannard-Stockton, CFA

This is part IV in a five part series about Ensemble’s recent trip to China. Read part I for more […] READ ARTICLE

Sean Stannard-Stockton on CNBC Discussing Market Outlook

4 December 2019 | by Ensemble Capital

Yesterday, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on CNBC to discuss our outlook for 2020, the state of the economy […] READ ARTICLE

Ensemble Capital Goes to China: Social Commerce vs E-commerce

4 December 2019 | by Sean Stannard-Stockton, CFA

This is part III in a five part series about Ensemble’s recent trip to China. Read part I for more […] READ ARTICLE

Ensemble Capital Goes to China: The Rise of Local Chinese Brands

3 December 2019 | by Sean Stannard-Stockton, CFA

This is part II in a five part series about Ensemble’s recent trip to China. Read part I for more […] READ ARTICLE