Interview with Christopher Wood

Featuring Christopher Wood

Managing Director of CLSA and publisher of Greed & Fear newsletter, Christopher Wood dissects the markets with the brightest opportunities in Asia and lets us in on where to find value, and what to avoid.

Published on
30 September, 2016
Topic
Monetary policy, Asia, China
Duration
47 minutes
Asset class
Equities, Commodities, Bonds/Rates/Credit
Rating
25

Comments

  • RC

    Ronan C.

    17 5 2017 12:55

    0       0

    Fantastic interview. Keen to see an update of his views. Russell napier vs Chris wood for EM strategist debate!!

  • AC

    Andrew C.

    13 10 2016 07:41

    1       0

    @Raoul; The Australian Gov did a version of helicopter money in 2009 during the GFC, putting ~$1000 into each taxpayers bank account. What is the consensus view of the results of this? (apart from putting Australia back into debt)? Did it really "save Australia"? Hence how does this result affect the likelyhood of other countries doing it?

  • MC

    Michael C.

    12 10 2016 05:14

    0       0

    Two pundits with wide ranging views = interesting interview.

  • ma

    mary a.

    8 10 2016 00:43

    2       0

    I never comment. Having said that, I have been investing internationally for 45 years and think he was one of the best interviews yet.

  • VS

    Victor S.

    7 10 2016 17:28

    0       0

    I WAS shocked this man was a journalist - very savvy for a statist background.

  • MC

    Mike C.

    4 10 2016 21:22

    1       0

    Best words of wisdom at 16:41..."now too dangerous to run a pure macro fund." Timing is everything in investing!!!

  • MA

    Michael A.

    3 10 2016 17:04

    1       0

    Anyone know what the 3 components of the investment cycle that he mentioned? I only got Govt Spending, Housing / Real Estate. Don't think he said the 3rd one. Cheers

  • JS

    John S.

    3 10 2016 04:58

    1       0

    Fantastic interview I like the originality of the thought

  • JM

    Jim M.

    1 10 2016 22:29

    13       0

    How many very smart people are there in the world of finance and investment? Far more than I've thought possible and Raoul, Grant, etc. seem to find them all!

  • GS

    Gordon S.

    1 10 2016 13:37

    11       0

    Wow really amazing interview! Agree too, one of the best on RV so far. Have him debate with Kyle Bass? We definitely do live in interesting times, thanks again RV for enlightening us from so many possible angles!

  • T~

    Tshort63 ~.

    1 10 2016 03:49

    5       0

    Awesome, appreciate the local interview perspectives.

  • SO

    Steve O.

    30 9 2016 22:17

    7       0

    Excellent interview!

  • KB

    Kreso B.

    30 9 2016 20:56

    7       0

    If dollar is strong, buy EM.
    If EM is strong, wait for dollar to be strong and buy EM.
    EM is more creditworthy than G7. Just look at the innovation and Nobel Prize winners from EM world. Don't miss the chance... Trust me, I worked 10 years for the Economist.

  • NR

    Nuno R.

    30 9 2016 17:55

    8       0

    Well done RVT, another brilliant and insightful interview.

  • SD

    Salvatore D.

    30 9 2016 16:31

    11       0

    Great Interview, he even mentioned gold and the miners!

  • PS

    Patrick S.

    30 9 2016 16:04

    18       1

    Nice to hear from a generalist that is not just talking his book. A very broad view of the emerging markets.

  • tW

    tgwtom W.

    30 9 2016 15:18

    7       0

    Wonderful. Thank you ?

  • JM

    John M.

    30 9 2016 15:14

    14       10

    Maybe the best RV interview yet!