China’s economy has deteriorated significantly. We, here at Nucleus, have time and again discussed the issues and lately have been wondering if it means that China’s great reckoning has arrived? Or will the can be once again kicked down the road?
In this investment podcast Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist, David Lewellyn Smith, and Chief Operating Officer, Shelley George, reviewed and discussed this global crisis.
Agenda: 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
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.
Samuel Kerr is a Senior Financial Adviser 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. 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.