Our models have revealed the following undervalued themes:

1. Healthcare and biotech

Innovations (from the fight against the pandemic) will set off break-throughs.

2. US shale oil

The sector is coming from a wave of consolidation and oil & gas prices are already high.

3. Emerging markets

High priced commodities will fuel the next growth phase.

4. US for-profit education

The sector has a bad reputation and is squaring off against angry parents and politicians.

5.  China Edtech

Regulation changes only affect tutoring and not all educational services.