June 2016
June 2016
Andrew Stanley, Head of Australian Equities at Ralton, discusses how Australian investors can make sense of Chinese data, particularly with China’s macro-economic outlook becoming more complex as levers to deal with imbalances become less effective.
“The big problem is basically China itself. This is, it is slowing down its rate of growth quite dramatically and as everyone who looks at the data will tell you, we are not quite sure which data are real and which are not. I do think that the 7% to 7.5% annual rate of growth is unachievable.” Alan Greenspan, 2 March 2016, Bloomberg
Listen to and view a copy of Andrew’s presentation.