MB Fund Podcast: China’s Property Market crash lands in 2022

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.

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


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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.

 

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Comments

  1. The Chinese are pretty compliant overall, but when you mess with their jobs or houses, they riot like the French.

    I thought Rona might take down the CCP. Then maybe the floods, animal diseases, food shortages. Barely a peep. This could do it – especailly since it was CCP policy.

    Interesting times.

  2. Camden HavenMEMBER

    The goals you list are short medium term, but without success with these goals any future Chyna greatness would be limited.