China: Is This Stimulus Real? | Nucleus Investment Insights
by
Damien Klassen
October 4, 2024
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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