7 reasons why you shouldn't fear China

7 reasons why you shouldn't fear China. Platinum's Joe Lai believes China's big problems are solvable and there are many reasons to believe in the China investment story. Why? 1) Consumer, eCommerce and technology companies are flourishing. 2) Shadow banking products are actually quite easy to understand and the industry is ultimately backed by Beijing. 3) Things are stabilising in the property sector 4) Urbanisation is an ongoing trend. 6) Reform of SOE's is encouraging more entrepreneurial behaviour. 7) The anti-corruption drive is unprecedented and it's working. Overall: Kerr Neilson says the most negative stories about China... likely coincided with the bottoming of its market. While Lai concludes: China is attractively priced; SOE reform is real. So too is the potential for very handsome long-term returns. Read Platinum's latest market update in full: (VIEW LINK)


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