Ep 100: Hamish Douglass - The behaviours of great investors
Inside the Rope with David Clark
00:00
China
i know that you have pivoted the portfolio, or significant investments into ten cent, nali baba and l v m h am over recent years. How do you view the current relationship with china, and that having effect on investment markets moving forward? You're asking a very broad question. I've always said, getting chinese right over the next ten to 20 years is one of the great opportunities and complexities for any globel investor. China's g d p, capital, or income per head, is one fifth of australia in the united states,. so that they have about 13 thousand dollars per pe capital.
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