Episodes
Wednesday Nov 03, 2021
Evergrande, energy and the tech crackdown – is investing in China just too risky?
Wednesday Nov 03, 2021
Wednesday Nov 03, 2021
The headlines about China’s economy are not encouraging right now. From the potential collapse of one of the world’s most indebted companies, ghost cities being demolished and a crackdown on tech, education and more, many investors are wondering whether it’s time to get out.
Platinum Investment’s Julian McCormack joins the podcast to discuss:
- Whether Evergrande could prove China’s ‘Lehmann moment’ (ie crash the global economy)
- Why a tech crackdown was inevitable, and what it means for investors
- How an ageing population will affect China’s economy
- Why Chinese markets attract ‘breathless reporting’, and
- Whether valuations are attractive relative to other developed markets.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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