Nucleus Wealth

China: Is This Stimulus Real? | Nucleus Investment Insights

Written 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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