Howard Marks on why now is the time to look at China
Chairman and co-founder of Los Angeles-based investment firm Oaktree Capital likes China because it is ‘uninvestable’, and he is over the moon about our super system.
A conversation with Oaktree Capital co-founder Howard Marks yields a smorgasbord of investment ideas, insights into investor psychology and unique perspectives on market turning points over the past 35 years.
Marks hit Australia this week armed with fresh copies of his new book, The Most Important Thing (Columbia Business School Publishing), a diary packed with investor meetings in Sydney and Melbourne, and one hour set aside to talk to AFR Weekend.
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Tony Boyd is the former Chanticleer columnist. He has more than 35 years' experience as a finance journalist. Connect with Tony on Twitter. Email Tony at tony.boyd@afr.com
