Talking Finance - 20 April 2017

Talking Finance heads north to Korea and China. We cannot escape ‘duck and cover’ news from North Korea. The geopolitical control in the region seems to shift on an almost daily basis. Peter Hayes has been to Korea 7 times and explains how investors can interpret the shifting sands. Duncan Calder is a former head of the Australia China Business Council and now runs Contour Capital. He weighs up the risk of the US starting a trade war with China. Gerard Minack tells Alan to enjoy the reflation trade while it lasts and forecasts a gloomy outlook for our housing market. Betty Wang from ANZ Research agrees with Minack that China’s growth has stabilised, and warns that it appears to be underpinned by debt funding. Talking Finance finishes with another favourite Trump topic – corporate tax – and since America is talking about it, so is the rest of the world. Miranda Stewart from the ANU has been researching Australia’s position.See omnystudio.com/listener for privacy information.