I've watched a few more Milken panels since the last post below, but this one on investing in China is a cracker!
I was going to post an article that was published in Advisor Intelligence: China Roundtable with Robert Horrocks and Vitaliy Katsenelson. A good article that has a well-known and knowledgeable China bear (Katsenelson) arguing the merits of China investment with his bullish counterparty, Horrocks.
But, this Milken panel on China investment is far more in depth and a must watch for any emerging markets investor. Most importantly it's entertaining - a star panel, where things kick right off and get pretty heated. Long, but well worth it. Have a watch here.
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