China crash: Are we there yet?

Forty years in the making, is the China crash finally here? If so, what does it mean for Australia?

Five years ago we wrote a special report titled The Coming China Crash. The argument was lengthy but self-explanatory. There was trouble ahead and it was time to prepare. A portfolio of China crash-resistant stocks was proffered, which, unsurprisingly, has performed well since.

Still, the tumultuous events of recent weeks offer no sense of vindication, only the opportunity for further confusion. Let’s try and unscramble the egg.


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