NAOS Asset Management attend the CLSA Forum in Chengdu, China

NAOS Asset Management

NAOS

We attended the CLSA forum held in Chengdu, China during May where a number of companies and keynote speakers presented to over 200 delegates from around the world. Our goal was to better understand the Chinese economy and more importantly gauge where it is likely heading. We sought to separate some of the noise presented in popular western media and see what is actually occurring. It became clear during the forum that to understand the future direction of China and whether important reforms can be successfully implemented, you first need to understand the complex politics of the Chinese Communist Party. John Pomfret a former Washington Post journalist, bestselling author and long-time Chinese resident gave an insightful speech with a focus on Chinese politics and its relationship to the economy on the first day of the conference. We summarise the key points in this piece (VIEW LINK)


NAOS Asset Management
NAOS Asset Management
NAOS

A specialist fund manager providing genuine, concentrated exposure to Australian Listed Industrial Companies outside of the ASX-50. NAOS maintain a focus on long term capital protection and delivering sustainable growing fully franked dividends.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.

Comments

Sign In or Join Free to comment