
Russell Clark: Investing Ideas for a New Macro World
Real Vision: Finance & Investing
00:00
The Future of China's Export Business
Africa and West Africa is the one region where China could really grow a big export business without having political constraints of the Western world. And so I could see money being poured into that part of the world, not just by the Chinese but by the Japanese, by the Americans, by the Europeans all looking for influence. So I feel like growth is going to be much stronger in these sort of unaligned or potentially unaligned areas.
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