#2 The Risk Taker
Behind the Balance Sheet
00:00
Investing in the Chinese Stock Market
We were very strong on financials, obviously banks, from way back o mercury days. The areas that we rarely invested in, perhaps, are the other way round. A far big farmer, we didn't do very much of. And a big oil as well, was something we never really had a very big positiond i. We found retail very easy to analyse. Air lines, er, which was something you know a bit about, wear wold make,. made some very good investments.
Transcript
Play full episode
