Value amid China rubble, longevity and returns, CBA result read-through 23 Aug 2023

In this week's episode, we welcome special guest, Platinum Asset Management CEO, Andrew Clifford. There are few countries more hated by investors than China and that's piqued Andrew's interest. He sees opportunities in stocks with major tailwinds such as the world's leading EV battery maker and the 'UPS of China', as well as deep value in much maligned Chinese property developers. He also thinks Japan is one of the world's best equity stories over the next five years due to recent improvements in corporate governance. However, Andrew's not so enamoured with the outlook for US stocks. Regular guest, Graham Hand, explains how a recent report on the performance of assets over a 30-year period is a pointer to retirement outcomes. And our other regular, Peter Warnes, tells us what the recent result of Commonwealth Bank says about the outlook for banks and the Australian economy.

You can listen to Value amid China rubble, longevity and returns, CBA result read-through 23 Aug 2023 online on Radio and Podcast. Open the player on this page to stream the available audio.

Value amid China rubble, longevity and returns, CBA result read-through 23 Aug 2023 is an episode from Wealth of Experience by Firstlinks and Morningstar.

This episode is 64:03 long.

This episode was published on Aug 22, 2023.

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