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Gavin and his guests share investment insights into emerging and frontier markets with a strong emphasis on China in this edition. Demographics in these markets are one of the factors determining potential investment yields so financial advisor and demographic researcher Peter Merrick explains China’s demographics. Then Gavin and Paul DeSisto at M&R Capital Management Inc. in New York will sort through the confusing array of economic reports coming out of China and make sense of them from an investor’s perspective. With Robert Lutz at the Southwestern Law School in Los Angeles he will look at
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