Articles Australian Equities - "Why is it so?" Andrew Fleming, Deputy Head of Australian Equities, questions the merit of the recent rally in equities, sustained high commodity prices, rising share prices for banks and residential property and the influence of ... Read more
Archives for October 2013
China’s ‘wall of money’
Alan Kohler21 Oct, 8:19 AM With most of the world focused on austerity and deleveraging since 2008 and the US Federal Reserve the only supplier of liquidity, next month’s meeting of the Chinese Communist Party is shaping up to be a big deal. The third plenary of the ... Read more
America’s ‘too big to fail’ moment (Business Spectator Article)
by Robert Gottleibsen Australia will not escape serious flow-on effects if the US defaults on its government debt. Not only will global interest rates rise but a US default will have severe effects on the international derivatives market, where we are a significant player. And, as I explain ... Read more
A case for economic optimism amid the pundits’ gloom
By Stephen Grenville Economics has long been seen as the dismal science. Current commentary provides evidence. Whether discussing the cyclical conjuncture or the prospects for longer-term sustainable growth, gloom prevails. Certainly, the mature economies have ... Read more