The market has been obsessed with the prospect of Chinese stimulus. Finally, belatedly, the realisation is emerging that the stimulus is not coming.
Further, it looks as though the entire development sector is now effectively publicly owned. Utilities, designed to finish the prepaid housing, offered enough debt roll-overs to do so.
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith and Senior Financial Adviser Samuel Kerr examined strategies that investors can use in current markets to benefit from this trade.
Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.