We discuss the history Australian-Chinese relations and China using this as a foundation for creeping influence into Australia, and the resulting escalation of tensions; including Chinese demands of Australia and recent blocks on numerous commodities. We discuss the evident decoupling and cover the economic impacts of the commodities blocks and decrease in Chinese tourism and students going forward. We conclude with the investment implications of Australia potentially losing its largest trade partner
Presentation slides: https://nucleuswealth.com/wp-content/uploads/2020/11/China-and-Australia-at-war.pdf
In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller delve into China and Australia being at war
Timestamps:
00:00 Introduction and agenda
03:15 Background of escalating relations between Australia and China
20:00 China's 14 demands of Australia for returning to a normal trade relationship
26:50 Economic impacts of the commodities block
30:30 Chinese Tourism and Students
32:30 RCEP trade deal
47:30 Outlook on pricing of asset markets (property, AUD, Interest rates)
53:30 Outlook of gold and gold miners
56:00 Investment outlook and what we're doing within our portfolios
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Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com.
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.
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