Evergrande, energy and the tech crackdown – is investing in China just too risky?
Nov 03, 2021•34 min•Ep. 145
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Episode description
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.
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