Dear %%first_name%%,
In the two weeks since Charlie first wrote about China, the Shanghai Composite Index is up 12.5%. Now that’s not a sign of a dying economy in my books! In his article today, Charlie explains why we’ve all got it wrong on the Asian story and why playing local resources is NOT a good way to play China.
Also in the Switzer Super Report today, we’ve got two fund management gurus! First, Wilson Asset Management’s Geoff Wilson lists four companies to buy in what he sees as an overvalued market, and Investors Mutual’s Anton Tagliaferro explains why you need to take a look at Ausnet in his Fundie’s Favourite.
Penny Pryor examines whether or not the new float from Greenstone is a goer, Buy, Sell, Hold – what the brokers say has upgrades for Coca-Cola and Westpac, and Tony Negline looks at the benefits of a corporate trustee for a sole member SMSF.
And don’t forget to register for an exclusive free webinar with Geoff Wilson himself and Switzer Super Report expert Paul Rickard, next Friday June 5, on investment ideas for the year ahead. You can register here.
Sincerely,
Peter Switzer