Excellent thoughts here from Jim O’Neill at Goldman Sachs. He is very upbeat on China and most of Asia. He also believes the Chinese consumer is beginning to spend and drive real economic growth.
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.