Thursday, 16 December 2021 09:16

Investment GEMS podcast - Chinese Property Developers - the next Financial Crisis?

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 Mark Draper and Shannon Corcoran (GEM Capital) speak with Clay Smolinski (Co Chief Investment Officer from Platinum Asset Management) about the latest developments in the Chinese property markets and their property developers.

Clay provides important background to allow investors to understand what has previously taken place in order to get where we are today.  He discusses the problems and solutions with respect to Chinese developer Evergrande and he outlines why he does not believe that these issues are likely to turn into the next financial crisis.

 

Music by Joel Laundy

 

 

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