MB Fund Podcast: China to the rescue again?

This week’s LIVE webinar (12:30pm AEST, Thursday 18 April) – we look at recent numbers out of China, it’s subsequent investment implications and how we are adjusting portfolios to take advantage.

Join MB Fund’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we discuss recent global data points and how we are positioning portfolios in response.

– China Debt Explosion
– Europe = 2nd derivative
– Effect on Australia
– Longer Term outlook
– Implications for Investment

Slides here.


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Comments

  1. reusachtigeMEMBER

    Yeah totes. This is why the sick bears on here will get crushed, again, and then next time after 5 years, crushed, continually. Their minds don’t know success!

  2. China’s on the edge now, if confidence in their property Ponzi collapses the entire calibration of wealth and prosperity will need to be redefined, same here. Desperate times, desperate measures

    • This is the bit that MB cannot measure and seemingly ignore.In their defence figures don’t lie(well except in the case of China and Australia).My feeling is that confidence is disappearing in Australia and with that comes trouble (in particular when you are in a bubble) and all the measurable stuff(tax cuts etc) does not make much difference.I wonder if China is in the same predicament.In summary not being an economist myself I guess there is an art and a science to economics.The science may tell you that a slow melt is likely for Australia and China but the art may imply something different

  3. It is a brave person who will bet against the CCP on the 70th Birthday of the founding of the PRC.
    The kitchen sink is being thrown.