Giuliana Bordigoni - Alternative Markets & Specialist Strategies (S5E14)
Flirting with Models
How Do You Think About China Commodity Markets?
I think we would all certainly hope that access is an arrow that really only moves in one direction and it only gets greater over time. That said from a risk management perspective how do you think about accessing these markets knowing that there's the potential that regulators could reverse course at any time? I am starting to be flexible as I said earlier. To me you capture what you can and feel you can. If there is a reverse course you will adjust and you will stop trading. So that's how I feel. Obviously I also believe in being transparent which means that if you want invest in China you need to be very clear that this is the kind of that this can happenThe portfolio we left to
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