China is Australia’s largest trading partner, so any significant changes in the Chinese economy can have big impacts on Australia’s economy, share markets and the wellbeing of everyday Australians. In this podcast Jason Guthrie chats to IML Portfolio Manager Daniel Moore after his return from a research trip to China. They discuss:
How China’s economy is performing, including on-the-ground feedback
The recent Chinese stimulus and potential future stimulus
The ramifications of a second Donald Trump US Presi...
China is Australia’s largest trading partner, so any significant changes in the Chinese economy can have big impacts on Australia’s economy, share markets and the wellbeing of everyday Australians. In this podcast Jason Guthrie chats to IML Portfolio Manager Daniel Moore after his return from a research trip to China. They discuss:
- How China’s economy is performing, including on-the-ground feedback
- The recent Chinese stimulus and potential future stimulus
- The ramifications of a second Donald Trump US Presidency
- The Chinese property market
- Chinese steel and lithium industries
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