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Just watched this. Interesting. Talk about contrarian investing! He puts forth an intelligent case for investing in China, nuclear power, clean water in China, gold, commodities. He points out that China has an economy growing 3x faster than ours, with stocks that are way cheaper. He names his favorite China ETFs, as well as specific investments for all his themes. To invest with him the minimum is 500K, but you can easily replicate his strategy as he gave the specific investments.
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