MB Fund Podcast: China and Australia at War

We discuss the history Australian-Chinese relations, China using this as a foundation for creeping influence into Australia, and the resulting escalation of tensions; including Chinese demands of Australia and recent blocks on numerous commodities. We discuss the evident decoupling and cover the economic impacts of the commodities blocks and decrease in Chinese tourism and students going forward. We conclude with the investment implications of Australia potentially losing its largest trade partner



So join MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller as they delve into China and Australia being at war


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Tim Fuller is Head of Advice at the MacroBusiness Fund, which is powered by Nucleus Wealth.

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. Tim Fuller is an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Nucleus Advice Pty Ltd – AFSL 515796.

Tim Fuller


  1. Ailart SuaMEMBER

    The trouble with all of this, is A – you can’t trust the Chinese and B – you can’t trust the US and its ‘litter of lap-dogs’. There’s simply too many hidden agendas. I’ve been around a long time, This is nothing new. My advice is to keep an open mind, don’t form a conclusion one way or the other – unless of course, you have an agenda…

    • Except that one of those countries has kept peace and prosperity in the region since the 1940s and the other is threatening that order.

  2. Tim FullerMEMBER

    Our viewer question of the week:
    How far do you think this recent spat will go, is it the end or can it be repaired?

    • “It’s complicated”.
      I reckon Peak China as far as Australia is concerned was 2 or 3 years ago, and the relationship will continue to decline at a political level. They will continue to buy our stuff. We’ll see fewer of their students, which is good because that sh!t was starting to stink. They are going to be contained to their bit of sea frontage by a wide-ranging consortium of foreign nations, and they are going to be dirty as hell about it. Their major role in Australian investment is over.
      My 2c, not wedded to it.

  3. The Chinese have been at war with the rest of the world for a long time. It’s only recently that a few people have started to realise this. Most people still don’t realise it.

    Same same with the religion of pieces, just quietly.

  4. working class hamMEMBER

    Agree that the Chinese are making an example of Aust, how much of an example we will have to wait to see.
    The leaking of this absurd unsubstantiated list feels more like a goad, gauging Aust response, both public and political. How much grand posturing from Scumo will the CCP be expected to put up with before real pressure is applied. Large parts of Aust infrastructure, utilities etc. are owned by Chinese companies, a loss in export income is only the beginning.

    • “Large parts of Aust infrastructure, utilities etc. are owned by Chinese companies,”

      All of which needs to be sold off.

      • working class hamMEMBER

        The Govt doesn’t even like blocking sales of strategic assets, forcing foreign companies to sell them off would be near impossible.

  5. Don’t confuse the CCP with the Chinese population in general. The CCP likes to drag its population along to justified its policies. You’ve probably heard its propaganda talking heads saying how such and such western act is “hurting the feeling of the Chinese people”. The CCP is not representative of its population. Until they have universal suffrage, they can’t claim otherwise.