Gillem has over 30 years’ experience in global financial markets, working as an equity analyst and accounting specialist primarily in Asia (on both the sell side and with various independent research outfits). In 2014 he struck out (again) on his own and set up his latest independent consultancy ‘GMT Research’. https://www.GMTresearch.com/
His calls on accounting fraud and manipulation of financial statements, most especially in China, are fascinating and well worth listening to. We hope you enjoy this issue with its wide-ranging discussion, touching on the Chinese property developers, hidden debt, debt pyramiding, big picture China and more.
Watch the full podcast HERE