assetbehindbeyondbiotechcapitalceochallengeschinesedynamicseconomicelectionseuropefoundergaveglobalgroupgrowthimplicationsindiainterviewjeffknowlamanlimarketmehlmannavigatingneedopportunitiesoutlookpbocpoliciespolicypowerpriceratesrelationsseniorshiftingstanleytaiwantarifftariffstechtradeunderstandingupdatesvolatilitywenigerwinstonwisdomtreewu