Please enjoy the excerpt below and click here for the full webinar replay to hear more.
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China continues to manufacture virtually every piece and part of anything to do with alternative energy, whether it’s solar, water or wind. So, we certainly have a competitive relationship and potential advantage down the road relative to China, but right now it should be a boon to Chinese manufacturers if this massive infrastructure spending bill gets passed.
We’ve cast our eye to China—and not just in a theoretical way. It’s the second largest economy and together the U.S.-China duopoly is one very powerful economic force. And we know that China’s consumer-driven economy continues to grow as their industrial economy, and certainly their agrarian economy, continue to get winnowed by that burgeoning consumer class, which may number in the billions, not just the hundreds of millions like our own or like that in India.
China is an area where, despite all of the existential issues of dealing with the kind of government that China has, could in fact help pave the way for some pretty interesting investment opportunities. One of the management teams that we have high regard for has shown their ability to really think through the best ways for investors to engage in China, something that we are paying very close attention to.
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Click here for a replay of Inflation, Inoculation and Infrastructure: Defining the New Normal. Please contact us at (800) 492-6868 to learn more about comprehensive wealth management solutions.
*Webinar recorded after the market closed on Wednesday, April 28, 2021.
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