@fundhunter_co Yeah, we chat China at about 31 minutes in. He acknowledges some issues but also thinks some of the companies are too good to ignore. And their allocation hasn't changed so much since the crackdown etc...
The latest edition of the Asset Allocator Podcast is out now and this week we've spoken to @simonevancook about his return to multi-asset investing https://t.co/Zkgvxs6Q4R