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We are Vermeer Partners, and we’ve created this series to shed light on some of the topics running hot in the investment community today. With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today’s often complex, investment world. Whether you are a seasoned industry professional or an enthusiast beginning your investment journey, we hope you gain some valuable insights and enjoy the series along the way. And if you want to find out more, please do get in contact with us.

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The information provided during any of Vermeer Investment Management's Art of Investment podcasts does not constitute investment advice nor should it be considered a recommendation to buy or an offer to sell a particular security or investment. It is not intended to address your particular requirements. Vermeer Investment Management Limited, Guests and Presenters may have positions in any of the investments discussed. Investors should remember that the value of investments, and the income from them, can go down as well as up. You may not recover what you invest. Past performance is no guarantee of future performance and your capital is at risk.

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  2. Is China too risky? Andy Rothman, Investment Strategist at Matthews Asia

Is China too risky? Andy Rothman, Investment Strategist at Matthews Asia

Dec 2, 2021

I had the great pleasure this week in talking to Andy Rothman, Investment Strategist at Matthews Asia. For me, this episode put to rest many of my misconceptions of China from an economic and political perspective and I hope it brings a similar amount of insight to you. Despite the difficulties, why would we not want exposure to the economy that is driving global growth and innovation?

 

Please do check out the Matthews Asia website https://global.matthewsasia.com/ and also Andy’s reports via the link below.

 

Andy Rothman:       https://global.matthewsasia.com/our-people/andy-rothman/

Paul Dixey:              https://www.linkedin.com/in/paul-dixey/