Three tactics to position a portfolio for a Chinese slow down

Steve Johnson from Forager Funds discusses their strategy for building a robust portfolio with limited risks associated to a Chinese slow down. Forager have used three key tactics to position themselves against the risks, including avoiding the resource space, getting foreign currency exposure and being wary of the impacts to the wider Australian economy. In preparing for the slow down over the past few years, he says now the time to be cautious. &

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