6.14 Why India Is Not The Next China | Nucleus Investment Insights

Published: March 30, 2023, 5:04 a.m.

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.\n\nWe 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.\n\nSo 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.\n

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View the presentation slides

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Agenda:

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  • The Bull Case
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  • Gershenkron growth models
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  • Demographics
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  • Immigration
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  • Student \u201cexports\u201d
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  • Resources
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  • Geopolitics
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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\xa0Nucleus Wealth Website.

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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 is 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