Hard landing in China could trip AustraliaBY LAURA MILLAN | MONDAY, 25 MAY 2015 12:20PMThe Australian economy risks stumbling if China slows down too fast or ends in a hard landing, Tribeca Investment Partners portfolio manager Sean Fenton said. Related News |
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Matt Gaden
HEAD OF AUSTRALIA
JANUS HENDERSON INVESTORS (AUSTRALIA) LIMITED
JANUS HENDERSON INVESTORS (AUSTRALIA) LIMITED
Helping investors traverse financial markets and build their wealth during the peaks and troughs is Janus Henderson Investors head of Australia Matt Gaden's game plan. He tells Karren Vergara why in this long game of investing, active management wins.
The China economy is a freight train not stopping. Growth rates will drop but demand will increase continuing. Growth rates off a much lower base 10 years ago were representative of less $. Many opportunities are occurring in China and they will carry us along for the ride.
I do strongly disagree with the concerns above and see quite some blue sky for the SSI (shanghai) and ASX. SSI has to go up 100% and more to equal its past high and its by far a better economy now than it was. Better regulation, care and a focus.