MB Fund Podcast: The Chinese economy’s hard landing

In today’s investment webinar, MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro discuss the Chinese Economy’s Hard Landing

On the agenda today:

  • Background
  • Three scenarios: hard landing in old economy; hard landing in wider economy; bailout.
  • Investment implications
View the presentation slides

Can’t make it to the live series?  Catch up on the content via Podcasts or our recorded Videos.


Take us on your daily commute! Podcasts are available on iTunes and all major Android Podcast Platforms for Nucleus Investment Insights.

 

 


Damien Klassen is Head of Investments 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. Nucleus Wealth Management is a Corporate Authorised Representative of Nucleus Advice Pty Ltd – AFSL 515796.

 

Follow me

Comments

  1. Probably all of the scenarios will happen at the same time. Chinese characteristics of an economy which is a work in progress.
    A part of the work in progress which will stand China in good stead is the Chinese approach to R&D and Innovative Application. Money plus political will at all levels.

  2. Nothing drags an economy out of recession like a good war.

    America has been doing it for decades.

  3. Michael Pettis has had this slowdown pegged for a while. No surprise Emperor Xi making it illegal to say bad things about the economy as the CCP reshape it and burn a lot of fake wealth to the ground – and call it progress.

  4. Re: TSMC, although it’s true they are predominantly a contract manufacturer, I was surprised to see them ranking very highly in patent filings. Their filings relate to many things – LEDs, solar cells etc, more lower level things than their clients would be patenting (algorithms implemented on-chip generally).

    • Sounds nuts, until you realise the western world is cracking down on masculine men, promoting, encouraging, normalising transvestism at every opportunity.

      China won’t land hard they aren’t going to kick an own goal when global supremacy is at stake they want to be turning the screws on that dummy Biden.

      If it creates imbalances so be it they can sell it to their citizens by putting them on a war footing and that sacrifices need to be made now to ensure prosperity for future generations.

  5. russbw the idioticMEMBER

    why can’t China just give money to it’s citizens, directed payments, in the event of a downturn? Supposedly they already are and I believe that’s where other economies could be going as well. In the event of a de-globalisation or cold war type scenario, trade between enemies often still continues for who knows how long, atleast that’s what I heard on a podcast with an expert in geopolitics. Anyhow, how do we get hold of Chinese bonds, surely they would be a good investment, whilst everything else imo is just a trade.

  6. From my understanding CPU designs are done by Nvidia, AMD, Intel etc.. but the manufacturing steps are TSMC, Global Foundries etc.. So there is still substantial IPs locked in Taiwan. However, the main game is in the CPU design.