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Macro Perspective 42/2021 | How Australia benefitted from the Chinese property boom

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week focusing on how Australia benefitted from the Chinese property boom and the cyclical impact of slow property starts in 2022 post the Evergrande collapse.

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Chapters

00:11 The implosion of Evergrande – Australia as one of the biggest winners
00:52 How Australia has benefitted from China through service exports
01:56 The impact of the long-term boom in Chinese property in Australia
02:22 Closing summary

19 Oct 2021 English South Africa Business

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