Neal Smith, SIMGlobal fund manager talks China's growth risks

Loading player...
China is a nation in transition. It's trying to move from lowcost, low value-add exports and state-financed construction into a provider of high value industries and services and increased domestic consumption. And with this change comes some inevitable risks borne out of a precarious balancing act between debt, property, a strong currency and global demand (where have we heard this before?). Neal Smith, fund manager at SIM Global explains to us why they still see opportunity in the nation come to be known as the global growth engine. Learn more about your ad choices. Visit megaphone.fm/adchoices
2 Apr 2015 8PM English South Africa Investing · Business News

Other recent episodes

BN Daybreak: US strikes on Iran lift oil; NATO deals, SA auto subsidy; Farage quits

In today’s episode, we cover the surge in oil prices following US airstrikes on Iran. We also review $50 billion in new defense deals from the NATO summit in Turkey. Locally, experts unpack the DA’s internal credibility crisis and controversial cabinet appointments, alongside the reality of South Africa's R40 billion…
7 Jul 11PM 17 min

Solly Moeng on South Africa's corruption crisis

In his latest interview with Chris Steyn, Solly Moeng, blasts President Cyril Ramaphosa for his appointments of Ayanda Dlodlo as Ambassador to France and Dina Pule to Cabinet. “...the ANC still looks in its own dustbin of people they've thrown in the past to say, OK, maybe this one, people…
7 Jul 7AM 23 min