Louis-Vincent Gave: The Chinese Market Has Bottomed
Tax increases a short-term headwind for the markets
This Financial Sense Newshour program is available only as a premium, paid "FS Insider" release.
For advance notice of release of premium, paid "FS Insider" content or to purchase a monthly or annual subscription to "FS Insider" content, go to www.financialsense.com/subscribe.
Jim welcomes back Louis-Vincent Gave, CEO at GaveKal in Hong Kong. Louis believes the Chinese market has bottomed, and there is value to be found there, particularly in RMB bonds. He sees tax increases in the US as a short-term headwind to the markets, and looks to a “Dogs of the Dow” strategy as the most sensible way to invest in the US near term.