In today’s investment podcast, MB Fund’s Chief Strategist David Llewellyn-Smith, Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr pull apart the Chinese property market’s crash landing
Agenda:
- After 30 years of boom, the Chinese property development market is going bust.
- Signature policies of “three red lines” and “common prosperity” has triggered it.
- The goals are social equity, demographic dividend and ending capital misallocation.
- State of the market.
- State of policy supports.
- Triggers and futures moves.
- Iron ore and metals.
- Investment implications.
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Damien Klassen is Head of Investments at the MacroBusiness Fund, which is powered by Nucleus Wealth.
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