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China's Golden Depression Rolls On | Nucleus Investment Insights

Damien Klassen
by Damien Klassen
on July 17, 2025

China says its economy is growing at 5.2%, but falling prices and sluggish demand tell a very different story. Some are now calling it a “golden depression”—recession hidden by stimulus.

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Posts about china

February 27, 2025 • 1 min read

Housing Affordability Update | Nucleus Investment Insights

In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen checked in on house price affordability for Australians after the recent interest rate cuts.

By Damien Klassen
October 4, 2024 • 2 min read

China: Is This Stimulus Real? | Nucleus Investment Insights

The latest stimulus announcement from China looks a lot like the last six or seven announcements. But the iron ore reaction was dramatic.

By Damien Klassen
June 20, 2024 • 10 min read

China Stimulus: Oasis or Mirage? | Nucleus Investment Insights

China recently re-sparked a metals boom with more announcements of stimulus. We are joined by David Llewellyn-Smith today as we explore the stimulus, what is real and what is a mirage. View the presentation slides Click here to subscribe to our YouTube channel to be notified when this and future ...

By Damien Klassen
May 9, 2024 • 10 min read

Powering Progress: Navigating the Semiconductor Sector's Transformation | Nucleus Investment Insights

In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen delves into a comprehensive exploration of the semiconductor sector. Covering the impact of AI on semiconductor technology, China’s influence on low-end chips, insights from the latest reporting season, the ...

By Damien Klassen
May 2, 2024 • 10 min read

Will The RBA Panic and Hike Interest Rates? | Nucleus Investment Insights

In this week's podcast Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist David Llewellyn-Smith discussed the following: Why is Aussie inflation sticky? Will the RBA pivot back to hikes? Investment implications View the presentation slides Click here to subscribe to our ...

By Damien Klassen
January 26, 2024 • 11 min read

China: In The Bear's Embrace | Nucleus Investment Insights

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 ...

By Damien Klassen
November 24, 2023 • 10 min read

Why Is Excess Mortality Still High, What Does It Mean For Insurers? | Nucleus Investment Insights

Years after the COVID19 pandemic has subsided, excess mortality is still way higher than usual in countries all around the world. Suicides, cancer, COVID19 and heart disease are all running above average. In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, delves into ...

By Samuel Kerr
November 20, 2023 • 10 min read

Rapid Insights Ep.6: 3rd Quarter Earnings

This is the abridged version of last week's podcast, delving into the landscape of 3rd quarter earnings:

By Samuel Kerr
November 16, 2023 • 11 min read

An Investor's Guide to 3rd Quarter Earnings | Nucleus Investment Insights

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Head of Advice, Samuel Kerr, delve into the complex landscape of 3rd quarter earnings. The overall trend shows a downgrade in earnings forecasts, signalling a cautious approach by many companies. However, amidst ...

By Samuel Kerr