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Webinars

The Chinese Economy’s Hard Landing | Nucleus Investment Insights

Posted on by Damien Klassen
02
Sep

In today’s investment webinar, Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro discuss the Chinese Economy’s Hard Landing

On the agenda today:

  • Background
  • Three scenarios: hard landing in old economy; hard landing in wider economy; bailout.
  • Investment implications

View the presentation slides

 

 

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Timestamps

  • 00:00 intro
  • 01:20 Background on China’s current economic situation
  • 09:53 Is this time different?
  • 18:30 Scenario one, hard landing in old Chinese economy
  • 26:14 Scenario two, hard landing in a wider economy
  • 33:20 Scenario three, bailout and boom
  • 36:43 Where is China’s economy in 5 years?
  • 40:30 What does this mean for markets

 

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Damien Klassen is Head of Investment at Nucleus Wealth.

Damien Klassen

Damien has a wealth of experience across international equities (Schroders), asset allocation (Wilson HTM) and he helped create one of Australia’s largest independent research firms, Aegis Equities. He lectured for over a decade at the Securities Institute, Finsia and Kaplan and spent many of those years as the external Chair for the subject of Industrial Equity Analysis. Damien runs the investment side of Nucleus, selecting stocks suggested by analysts and implementing the asset allocation.

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