This week we discuss a number of myths around the rise of India. Most importantly, there is a common misconception that as China goes into decline, India will rise to take its place and Australian exports will continue to grow.
We do not believe this is broadly the case (although there are some sectors where India-Australia trade will grow) and we look at the reasons why in detail.
In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen, Chief Economist, Leith van Onselen and Senior Financial Adviser, Samuel Kerr, debunk some of the myths around the rise of India.
Agenda:
- The Bull Case
- Gershenkron growth models
- Demographics
- Immigration
- Student “exports”
- Resources
- Geopolitics
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.