The investment idea for the next decade

featuring Louis-Vincent Gave | GaveKal | 20 May 2013

Very often when it comes to investing, simple ideas work best. For the last decade, the name of the game was to front run the Chinese investor. For the next decade, the story is different, and it's even simpler.

Video
(8 mins)

(Filmed 04 May 2013)

Edited transcript

I'd make only one simple po...