Rajeev Thakkar discusses the economy of China, how different leaders of the same party have performed, some of the leading Chinese companies and… why he may not consider investing in them, as of now.
We also recommend you watch this documentary on Li Lu, titled “Moving The Mountain”: https://youtu.be/L6kQmoAke2A
He is the Chief Investment Officer of PPFAS Mutual Fund.
Regarded by many as a polymath, his presentations, cover diverse topics ranging from the state of the shipping industry, corporate leadership, capital allocation and individual companies like Google. His audience usually takes to him wholeheartedly, as he possesses the endearing quality of 'talking to' them and not 'talking down to' them. Apart from them, certain presentations may be made by a few of their colleagues on account of them being well versed with a specific topic.
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Awesome presentation and respect to you that you’ve done this at an expense of your family time.
Thanks for a very enlightening presentation. Recently I have invested in China Tech Fund of Funds. I hope it is safe.
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