Chinese Insurance giant Ping An has struggled above $HH100 and we feel there are better opportunities elsewhere to gain exposure to China, especially in the tech space where we feel they are likely to perform strongly in the years ahead.
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Thursday 24th April – ASX +49pts, LTR, RMD, NEM
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Thursday 24th April – Dow +419pts, SPI up +13pts
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MM will consider taking profit a small profit on Ping An around current levels
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Thursday 24th April – ASX +49pts, LTR, RMD, NEM
Daily Podcast Direct from the Desk

Podcast
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Thursday 24th April – Dow +419pts, SPI up +13pts
Daily Podcast Direct from the Desk
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