What's Not Priced In EP13: AVOID: ASX Iron Ore Stocks In Structural Decline
Manage episode 374552813 series 3479196
Huge debt, ageing population -- is China past its peak? So ran a recent headline in The Australian. And usually when such headlines hit the front pages, the news is priced in. This episode, Greg and I assess the worries surrounding China's ailing economy. Do Aussie investors have anything to fret about? You'll have to watch the full episode, but Greg did warn the iron ore miners could see a downgrade cycle from here. We then discussed the overall market, pointing out that when valuations are stretched, it doesn't take much for things to snap. We ended with advice from Warren Buffett -- the stock market is a device for transferring money from the impatient to the patient.
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