China’s Unraveling Starts to Hit Home

‘So Steve, your fund is up 20% in the past 12 months. How do we invest in this Intelligent Investor Value Fund?’ Unfortunately, that bit didn’t make it into last night’s 7.30 Report. But we did get quite a good run in Stephen Long’s piece on the China boom. You can watch the online version here if you missed it. China’s unsustainable infrastructure binge is starting to wane, with ample evidence of rising inventories, commodity stockpiles and mass overproduction. The iron ore price is down 25% in the past few months and more than 30% in the past year....

‘So Steve, your fund is up 20% in the past 12 months. How do we invest in this Intelligent Investor Value Fund?’

Unfortunately, that bit didn’t make it into last night’s 7.30 Report. But we did get quite a good run in Stephen Long’s piece on the China boom. You can watch the online version here if you missed it.

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