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MB Fund Podcast: Is China’s Great Reckoning At Hand?

Samuel Kerr
Thursday, 19 May 2022
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In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr, and Chief Strategist David Llewellyn-Smith discussed whether markets are correctly pricing in a large stimulus package from China and what the consequences will be if it is not forthcoming.

Topics on the agenda today: Is the great China reckoning upon us?

  • China’s property crash
  • Can China beat OMICRON?
  • Monetary and fiscal policy pushing on a string
  • The impossible trinity
  • The next shoe to drop
  • Yuan, yuan, yuan!
  • Implications for markets
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Samuel Kerr is a Senior Financial Adviser at the MacroBusiness Fund, which is powered by Nucleus Wealth.

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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. Samuel Kerr is an Authorised Representative of Nucleus Advice Pty Limited, Australian Financial Services Licensee 515796. And Nucleus Wealth is a Corporate Authorised Representative of Nucleus Advice Pty Ltd.

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