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Friday, 04 October 2013 16:47

China - is it the next US sub-prime?

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Mark Draper (GEM Capital) talks with Andrew Clifford (Chief Investment Officer - Platinum Asset Management) about the stress that the Chinese credit system is under.

Andrew provides his view on whether China is the next US sub-prime crisis waiting to happen and outlines the sectors he would avoid given what is going on in China at the present time.

Andrew manages the Platinum Asia Fund and is in an excellent position to comment on the current situation in China.

 

http://www.youtube.com/watch?v=WaXSOWNhUEc

Read 1107 times Last modified on Friday, 04 October 2013 16:47
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