Bye-bye China, hello Australia

With the China crash protection portfolio more than doing its job, John Addis explains why we’re moving on with an updated recession-proof portfolio.

The unknowingly prescient The Coming China Crash report was written four years ago. Since then, I’ve developed a geekish obsession with China, expressed through the over-consumption of analysis, statistics and opinions. Barely a week passes where I don’t settle in to an hour or two of long form journalism describing the alien frontier of a vast, complex country industrialising on an unprecedented scale.

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