Nucleus Wealth Insights

This week we will discuss a number of the 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 in detail at the reasons why. So join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, Chief Economist, Leith van Onselen and Senior Financial Adviser, Samuel Kerr, debunk a number of the myths around the rise of India. View the presentation slides Agenda: The Bull Case Gershenkron growth models Demographics Immigration Student “exports” Resources Geopolitics To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn Want to know more? Click