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China Unpacked: Innovation, Competition and Investment Opportunity

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China’s economic challenges are well documented. But do the headlines tell the whole story?

Following a recent trip to China, Foord’s South African CIO, Nick Balkin, joins Linda Eedes to discuss the country’s technological innovation, intense competition and investment opportunities.

They explore why individual businesses can thrive despite subdued economic growth, the importance of competitive advantage and valuation, and the risks investors need to weigh.

The key takeaway? Investing in China is not about buying into the whole economic story. It is about finding quality businesses, understanding their strengths and paying the right price.
29 Oct English South Africa Investing · Management

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