Episode 15
Market roundup: outlook vs consensus, China and the opportunities we're looking at today
Talking Capital · Capital Generation Partners
September 14, 202335m 33s
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Show Notes
In this episode, Ian and Robert discuss:
- Current outlook: what is the status quo for markets and do our views differ to that of consensus?
- China: why have China’s fortunes turn out so differently to expectations?
- Active research: what current opportunities are we buying into or monitoring?