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

Wealth of Experience

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.

章

1. Value amid China rubble, longevity and returns, CBA result read-through | 23 Aug 2023 (00:00:00)

2. Graham Hand - life expectancy and returns (00:01:36)

3. Peter Warnes - CBA result read-through (00:17:40)

4. Andrew Clifford - evolution of funds management industry (00:31:07)

5. Andrew Cliffrod - Platinum's investment philosophy (00:35:00)

6. Andrew Clifford - shorting, currency macro bets (00:37:40)

7. Andrew Clifford - US economy and stocks (00:40:46)

8. Andrew Clifford - China's economy (00:44:02)

9. Andrew Clifford - Why there hasn't been more Chinese stimulus so far (00:48:44)

10. Andrew Clifford - Chinese stocks he likes (00:51:21)

11. Andrew Clifford - European stocks in the portfolio (00:56:35)

12. Andrew Clifford - bullish on Japan (01:00:00)