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Fun
Transcript
00:00Is China uninvestable until this tariff war or these tariff tensions are fixed?
00:06I think for many countries there are very big risks and the important thing is to pick
00:12your size of your exposure. In other words, my mantra is 15 good uncorrelated return streams.
00:19I think you have to have diversification and that China as a small piece should be part of
00:25that diversification. All things considered, if it's not a geopolitical and you're not
00:31instructed to do otherwise, by and large I think that some element of diversification
00:36should be used particularly given the existing pricing of assets in China.
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