Webinars

Why India Is Not The Next China | Nucleus Investment Insights

Posted on by Samuel Kerr
30
Mar
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
 

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Samuel Kerr

Samuel is Nucleus Wealth's Head of Advice. He has a Master's of Financial Planning and a Bachelors degree in Psychology. He has worked in Financial Services since 2017 as a Financial Adviser and Mortgage Broker. Sam is a dynamic individual and has a real passion for investing and compound interest. He prides himself on his professionalism and ethical conduct, always striving for the best outcomes for his clients. He really enjoys helping people achieve their goals and loves the investment journey.

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