If there are more than 100 matches, only the first 100 are displayed here.
08 October 2013 |
The strangeness of the current situation with the potential stand off over the US debt ceiling is that it is likely to cause investors to buy US Treasuries. The biggest impact will probably be felt in the stock market, which may well open up opportunities for investors. The high Australian dollar may also be a reason to look offshore.
07 October 2013 |
The growing intransigence in US politics is of mainly psychological importance in the markets, but psychology matters. High levels of volatility seem assured and this may create opportunities for SMSF investors.
02 October 2013 |
The American economy may be adversely affected by the political gridlock in Washington. If there is serious volatility it may open up some buying opportunities. Investors may gain from watching the markets closely for mis-pricing.
24 September 2013 |
The world economy appears to be turning the corner. It may be time for investors to position more aggressively as the after-effects of the GFC finally wane.
20 September 2013 |
The decision by the US Federal Reserve to keep pumping out money has caught many by surprise. It shows just how fragile the global economy still is.
17 September 2013 |
China is looking to have rebalanced its growth, which is critical for the Australian market. But can the Communist Party manage the massive imbalances in the economy?
05 September 2013 |
The reporting season had relatively few surprises and resulted in low market turnover. That is probably good news for the stock market and underlines its advantage as a yield play. We look at how some of the sectors performed.
18 July 2013 |
The constant hand wringing about China's economic growth is consuming local commentary. Treasurer Chris Bowen announced today that the China boom is owner, showing surprising confidence in his economic judgement considering how little time he has spent in the job. Investors trying to draw too many conclusions from this, however, should be cautious. For 20 years, China has confounded Western expectations and it remains on its unique path.
28 June 2013 |
Australia is coming to the end of a massive investment boom in resources, which has helped the country sail through the effects of the global financial crisis. The risk now is that there will be a delayed GFC as that boom comes off.
07 June 2013 |
An article in today's Age by John Garnaut sounds an alarming tone about the future of the Chinese economy. The 35 year expansion, the greatest era of sustained wealth creation the world has ever seen, may be coming under pressure:
page: 1 2 3 4
31-40 out of 40 results.