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Australian Ethical's PORTFOLIO REFLECTIONS - Deep dive into why we downgraded China to Neutral. 1) Overall evidence that China has already decelerated and is...
Australian Ethical's PORTFOLIO REFLECTIONS - Deep dive into why we downgraded China to Neutral. 1) Overall evidence that China has already decelerated and is settling into a lower gear 2) Growing Chinese commodities consumption has been major driver of the economy but it looks like they have had dessert and now asking for the cheque 3) Nearly half of Australia's exported coal is unprofitable 4) Factors largely out of our control are headwinds for the local economy 5) Too early to say we are headed for a downturn but investors should consider these risks (VIEW LINK)
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Nathan Lim is the Chief Investment Officer at Lonsec Holdings. He is responsible for building and managing Lonsec’s suite of investment solutions, devising strategies for growth and acting as the liaison with the market. Nathan has industry-recognised expertise, having won multiple awards for portfolio management and fund selection in both conventional and Responsible Investment categories.
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