Geneva Advisors' Gimbel Sees Growth in China Continuing

The video discusses China's economic growth, highlighting the divergence between the real economy and the speculative equities market. It examines the iron ore market, predicting stable demand but potential price drops. The video also covers European market challenges, advising caution due to potential economic shocks, and suggests focusing on Asia-Pacific and U.S. investments.

What challenges do you foresee for European stocks in the coming months?

Based on the discussion, what investment strategies might be advisable in the Asia Pacific area?