In late September, Platinum CEO and Co-CIO Andrew Clifford sat down with investment analyst Julian McCormack to discuss global markets. Andrew discussed the need for caution in the US, why Japan is now an attractive investment destination and some incredible growth opportunities in China - particularly in the delivery, travel and auto sectors. Meanwhile, while concerns linger about a possible economic recession, we’re focusing on attractively valued companies that may have already had their recession.
Audio was recorded on 21 September 2023.
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