Dr. Jim Walker: Weakness in China Ahead—Translating into Commodity Bear Market

Jim welcomes Dr. Jim Walker, founder of Asianomics Ltd. (Hong Kong) to discuss the outlook for China. Dr. Walker is bearish on China and sees a slowing economy, leading to lower prices for commodities. He prefers dividend and defensive stocks at present.

Asianomics Limited is an economic research and consultancy company servicing principally the fund management industry. Prior to establishing Asianomics in December 2007 he was the chief economist at CLSA Asia-Pacific Markets. He joined CLSA in late 1991. Over the years Dr Jim achieved numerous 'best economist' rankings in the Asiamoney, Institutional Investor and Greenwich surveys of fund managers. In the last few years he is best known for forecasting the US 2007 downturn and financial sector meltdown in his series of 'Apocalypse' reports.