Neal Smith, SIMGlobal fund manager talks China's growth risks
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China is a nation in transition. It's trying to move from lowcost, low value-add exports and state-financed construction into a provider of high value industries and services and increased domestic consumption. And with this change comes some inevitable risks borne out of a precarious balancing act between debt, property, a strong currency and global demand (where have we heard this before?). Neal Smith, fund manager at SIM Global explains to us why they still see opportunity in the nation come to be known as the global growth engine. Learn more about your ad choices. Visit megaphone.fm/adchoices
