This week, we chat with Danesh Rohinton, our global financials analyst. As Steve mentioned in his March 30 blog (“Around the world in search of the best companies”), a number of Cambridge team members have been travelling the world recently. As the title of Steve’s blog indicates, many team members were on due diligence trips, meeting management teams and doing site visits in search of solid companies and evaluating the risk/reward opportunity sets they present. In Dan’s case, his trip focused on evaluating the risks posed by the Chinese economy. As we have been speaking about this theme for some time now, we wanted to share some of the key takeaways from Dan’s trip with you.