Nucleus Wealth

The Chinese Economy's Hard Landing | Nucleus Investment Insights

Written by Damien Klassen | September 2, 2021

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.