Q: Hi Peter and team
My question concerns BIP.UN which I currently hold with a nice unrealized capital gain. Just yesterday, John Mauldin published a rather bearish analysis of Australia where BIP holds substantial infrastructure holdings. Do you have any thoughts on the vulnerability of BIP to a substantial commodity slowdown caused by hard or less hard landing in China.
Thanks
Ross
My question concerns BIP.UN which I currently hold with a nice unrealized capital gain. Just yesterday, John Mauldin published a rather bearish analysis of Australia where BIP holds substantial infrastructure holdings. Do you have any thoughts on the vulnerability of BIP to a substantial commodity slowdown caused by hard or less hard landing in China.
Thanks
Ross