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Talk Your Book: Investing in China

Animal Spirits Podcast

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What's the Difference Between Value and Growth?

Shishan province in China has shut down all industrial production for five days due to electricity shortage. Bran: This value versus growth is, it's not just a us. Phenomenon. It really has been a global phenomenon. And you have these bench marks that are all value, and then you have this growth out performance. Of course, the market does what's least expected. Energy prices, commodity prices go up. The bench marks have little exposure to that in some ways. They've had a bad heat wave, very siin to what we've seen in europe, ash and parts of the united states. Some states like vermont, very dependent upon hydro. So if

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