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 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:

  • 5Ds of China’s structural growth adjustment
  • The property crash
  • Policy and the impossible trinity
  • Markets fallout
  • What next?
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