Is China’s Great Reckoning At Hand? | Nucleus Investment Insights

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.