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China: Is This Stimulus Real? | Nucleus Investment Insights

Posted on by Damien Klassen
04
Oct

The latest stimulus announcement from China looks a lot like the last six or seven announcements. But the iron ore reaction was dramatic.

Is this China’s “whatever it takes” moment? Or just another in a long list of announcements with little follow through? In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist David Llewellyn-Smith discussed these questions.

Agenda: Chinese stimulus “blitz, bazooka” and bull

  • Recent stimmies more monetary than fiscal
  • More to come but is it enough?
  • Market impacts
  • Economic impacts
  • Asset implications
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    Damien Klassen

    Damien has a wealth of experience across international equities (Schroders), asset allocation (Wilson HTM) and he helped create one of Australia’s largest independent research firms, Aegis Equities. He lectured for over a decade at the Securities Institute, Finsia and Kaplan and spent many of those years as the external Chair for the subject of Industrial Equity Analysis. Damien runs the investment side of Nucleus, selecting stocks suggested by analysts and implementing the asset allocation.

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