China: In The Bear's Embrace | Nucleus Investment Insights
by
Damien Klassen
January 26, 2024
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:
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