Tuesday Briefing #341 · Stephen Burke
China: calm above the surface, flailing below.
What the demographic cliff, the banks and the dollar mean for allocators. Then three weeks to our 9th Global Flagship in New York.
Monday, October 26, 2026
Weekly digest
China: calm above the surface, flailing below.
Stephen Burke on China’s demographic cliff, its banks and the dollar. Plus: the Flagship fee goes up Tue.
Feature
Dear 361 Community, this week’s Digest:
China’s strengths and challenges: the recap
Recap · Briefing #341 · Oct. 20
China’s Strengths & Challenges
Tue., Oct. 20 · Stephen Burke, ARS Investment Partners
Intel
Why it matters now
Read #341 in the Intel Library on the 361 Platform.
Guest list
On the guest list · Nov. 17–18
See the full guest list
Next · Tue.–Wed., Nov. 17–18 · New York
9th 361Firm Global Flagship Conference
Our pinnacle event of the year: two days of keynotes, allocator sessions, panels and breakouts. Curated and invitation-only, at 600 Third Ave.
Speak at the Flagship
Want a seat on a panel?
We have panels and breakouts to fill across both days, and we would like to hear from you.
Events
This week · Oct. 26–30 · ET
TUE 27 · Tuesday Meetup & Briefing #342
TUE 27 · Tuesday Meetup & Briefing #342
Bulls, Bears and Bonds with Stephen Burke of ARS Investment Partners
10:00 Co-Leaders · 10:30 meetup and Circles · 11:00 briefing · 11:30 deep dives
THU 29
Thursday Meetup for Philanthropy, Impact & NextGen Communities
10:00 Co-Leaders · 10:30 meetup and Circles · 11:00 briefing and deep dives
New on the 361 Platform
Three new ways to use the room
Intel Library. Search past briefings, transcripts, videos and notes. Ask it a question, like “is there an AI bubble?”
Member spotlight · London
Patrick Martin
Founder & Managing Partner, European Media Finance
Membership · 361 Platform
Membership
Briefings, the room, and the work around the deals.
Later
On the calendar
OCT 27 · Tuesday Meetup & Briefing #342
On the calendar · NOV 27
Columbus, UM–OSU Celebrity Trivia RT
Event details
Close
From Mark Sanor
That’s the week. If something from Tuesday’s China discussion stuck with you, just reply and tell us.