Thoughts and discussions in economics, finance and history, with focus on China's interactions with the global economy.
Sunday, June 14, 2009
Grantham on value investing and China
Jeremy Gratham of GMO talks about value investing: high growth does not mean high return to capital; it all depends on your entry point. He applies this classic investment philosophy to China. (source: Morngingstar Investment Conference, May 2009)
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