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22 December 2024

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Podcast: Andrew Clifford on finding gems amid China rubble

Season 2, Episode 6

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. 

The podcast is also available via our dedicated website page, Google Podcasts, Apple Podcasts, Spotify, and BuzzSprout.

Please share with friends and colleagues, and a favourable rating would help spread the word. We welcome questions and suggestions at firstlinks@morningstar.com.

Grab a cuppa and settle in for our chat.

James Gruber
Editorial, Firstlinks and Morningstar

 

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