While China has been getting closer with Russia in recent years, that is not the bear that we are interested in this week. The data from China continues to be poor, and the government interventions are minimal.
Brokers have been calling the bottom for years now, and one day, they will be right.
The question we look at is whether the bottom is close, or if there is more economic paid to come.
5Ds of China’s structural growth adjustment
The property crash
Policy and the impossible trinity
Markets fallout
What next?
Brokers have been calling the bottom for years now, and one day, they will be right.
The question we look at is whether the bottom is close, or if there is more economic paid to come.
In this week’s podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist David Llewellyn-Smith gave insight on this topic.
Agenda:
Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.
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 firm, 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 Wealth, selecting stocks suggested by analysts and implementing the asset allocation. Damien started Nucleus Wealth after 20+ years in financial markets. He wanted to come up with an investment solution for ordinary investors that delivers the same types of personalised investment portfolios high net worth investors use.
