While China has been getting closer with Russia in recent years, that is not the bear that we are interested in this week.
The data from China continues to be poor, and the government interventions are minimal.
Brokers have been calling the bottom for years now, and one day, they will be right.
The question we look at is whether the bottom is close, or if there is more economic paid to come.
Find out in this week’s podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist David Llewellyn-Smith give insight on this topic.
Agenda:
- 5Ds of China’s structural growth adjustment
- The property crash
- Policy and the impossible trinity
- Markets fallout
- What next?
Can’t make it to the live series? Catch up on the content via Podcasts or our recorded Videos.
Damien Klassen is Chief Investment Officer at the Macrobusiness Fund, which is powered by Nucleus Wealth.
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The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an Authorised Representative of Nucleus Advice Pty Limited, Australian Financial Services Licensee 515796. And Nucleus Wealth is a Corporate Authorised Representative of Nucleus Advice Pty Ltd.