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11 May 2012

Take 15: China: Nothing Is Investable, but Everything Is Tradable!

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Posted In: Economics

Fraser Howie, managing director at CLSA Asia-Pacific Markets in Singapore, discusses fundamental issues with China’s banking system. Specifically, he explains China’s continual creation of superficial solutions to problems, which often fail to solve the underlying issues.


This episode of the Take 15 Series was originally released on 2 May 2012.

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About the Author(s)
Ron Rimkus, CFA

Ron Rimkus, CFA, was Director of Economics & Alternative Assets at CFA Institute, where he wrote about economics, monetary policy, currencies, global macro, behavioral finance, fixed income and alternative investments, such as gold and bitcoin (among other things). Previously, he served as SVP and Director of Large-cap Equity Products for BB&T Asset Management, where he led a team of research analysts, 300 regional portfolio managers, client service specialists, and marketing staff. He also served as a Senior Vice President and Lead Portfolio Manager of large-cap equity products at Mesirow Financial. Rimkus earned a BA degree in economics from Brown University and his MBA from the Anderson School of Management at UCLA. Topical Expertise: Alternative Investments · Economics