In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr, and Chief Strategist David Llewellyn-Smith will discuss whether markets are correctly pricing in a large stimulus package from China and what the consequences will be if it is not forthcoming.
View the presentation slides here:
https://nucleuswealth.com/wp-content/uploads/2022/05/China-Blind-Spot.pdf
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
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Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/
The information on this podcast 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. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796