This week we discuss a number of myths around the rise of India. Most importantly, there is a common misconception that as China goes into decline, India will rise to take its place and Australian exports will continue to grow.
We do not believe this is broadly the case (although there are some sectors where India-Australia trade will grow) and we look at the reasons why in detail.
In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen, Chief Economist, Leith van Onselen and Senior Financial Adviser, Samuel Kerr, debunked some of the myths around the rise of India.
Agenda:
- The Bull Case
- Gershenkron growth models
- Demographics
- Immigration
- Student “exports”
- Resources
- Geopolitics
Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.
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