Is China's Great Reckoning At Hand? | Nucleus Investment Insights
by
Samuel Kerr
May 19, 2022
In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr, and Chief Strategist David Llewellyn-Smith discussed whether markets are correctly pricing in a large stimulus package from China and what the consequences will be if it is not forthcoming.
Agenda: Is the great China reckoning upon us?
- China’s property crash
- Can China beat OMICRON?
- Monetary and fiscal policy pushing on a string
- The impossible trinity
- The next shoe to drop
- Yuan, yuan, yuan!
- Implications for markets
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Sam Kerr is a Senior Financial Advisor at Nucleus Wealth.
