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Konten disediakan oleh Netwealth Investments Limited. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Netwealth Investments Limited atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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EP 64: China's soft landing: fact or fiction? - Income Asset Management

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Manage episode 416149860 series 2498101
Konten disediakan oleh Netwealth Investments Limited. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Netwealth Investments Limited atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews Craig Swanger, Director and Chief Investment Officer of Income Asset Management (IAM). Craig shares his predictions that China’s interest rates may decline more rapidly than the market anticipates. This episode addresses these uncertainties and spotlights Craig’s perspective on China’s inflation trajectory and its potential impact on the Australian economy, the AUD, and portfolio construction, amid concerns over China’s real estate sector and escalating debt levels.

  continue reading

68 episode

Artwork
iconBagikan
 
Manage episode 416149860 series 2498101
Konten disediakan oleh Netwealth Investments Limited. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Netwealth Investments Limited atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews Craig Swanger, Director and Chief Investment Officer of Income Asset Management (IAM). Craig shares his predictions that China’s interest rates may decline more rapidly than the market anticipates. This episode addresses these uncertainties and spotlights Craig’s perspective on China’s inflation trajectory and its potential impact on the Australian economy, the AUD, and portfolio construction, amid concerns over China’s real estate sector and escalating debt levels.

  continue reading

68 episode

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