Since 2007, over two thirds of the world’s economic growth has come from China. It is thus critical to understand China looking forward. Fielder’s Chief Investment Officer, Steve Korn, and I have conducted extensive research on China over the past decade. We understand the nuance – or the “yin and yang” – of the country. There is both great opportunity and great risk. On the one hand, we believe some of the greatest innovation and growth may well come from China in the decade/s ahead. On the other hand, we are cautious given what we believe is a debt-fueled real estate bubble that, in time, may dwarf the crisis felt by the US and Western markets in 2008. You can listen to a replay of Steve a
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Frank Byrd and Stephen Korn
- Oct 16
Is Bitcoin Fools Gold?
...be appropriate for their portfolios. Let us know if you’d like to schedule a conversation to discuss this.
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