Whether or not Australia has a recession this year or next seems to now depend entirely on the housing sector and that, in turn, is being driven almost entirely by population growth. Apart from that, recession seems to be on the cards. Last week China lowered its growth target for 2015 ... Read more
Activist Funds —From The Economist
Activist funds An investor calls Sometimes ill mannered, speculative and wrong, activists are rampant. They will change American capitalism for the better Feb 7th 2015 | From the print edition IMAGINE that you are an American CEO. You have just spent your week dealing with the damned ... Read more
Letter to investors: Outlook for 2015 by Clime Asset Management
Thursday, January 15th, 2015 In the past we have often stated that the longer term is much easier to forecast than the shorter term. Today it seems that this statement is even truer as we consider the outlook for Australia’s economy and therefore its investment markets in 2015. At the ... Read more
Economic Commentary December 2014 —Richard Gibbs, Head of Economics, Macquarie Bank
Economic commentary Please click on the link above to access the article. Richard Gibbs, Head of Economics – Macquarie Research, discusses two underlying themes of disinflation and economic divergence prominent in the global economy as central banks rush to counter the risks of deflation. ... Read more
G20, it was a swell party —By Clime Asset Management
At the 2007 APEC Meeting in Sydney, the Russian President arrived late. At the 2014 G20 Summit in Brisbane, he left early. By doing this he managed to attract more attention than he or Russia deserved. If that wasn’t enough, the gathering of Russian warships off the Queensland coast was designed to ... Read more
China-Australia Free Trade Agreement —View from Nikko Asset Management
Following over 10 years of negotiations, the Australian and Chinese governments have announced a landmark China-Australia Free Trade Agreement (ChAFTA) to be finalised in 2015. The Australian government declared that it would enhance the country's "competitive position in key areas such as ... Read more
11 surprising ways to keep your brain healthy
Neurological breakthroughs have established that the brain is much like a muscle; it must be exercised and challenged to avert decline. Fortunately, it’s possible to cultivate better brain health by simply doing more of the things you probably already do every day. 1. Stay physically ... Read more
Beware of banks bearing hybrids by Alan Kohler (Business Spectator)
There has recently been quite a lot of interest in the market for bank hybrids. This is because the large retiree market in Australia has been in search of increasing yield given the diminishing return from cash and term deposits over the past few years. The recent structure of hybrids (past 2 to ... Read more
$A tipped to fall to US77c in 2015 —Business Spectator
Book that trip to New York now and get that online shopping done because when it comes to the Australian dollar, it's all downhill from here. The dollar has taken a dramatic fall in the past three weeks, falling almost six US cents - from US94 cents to a near eight-month low of US88.18c. And ... Read more
Housing –The Curse that keeps on Cursing —Alan Kohler (Business Spectator)
Momentum is building for some kind of macroprudential policy control on Australian housing. The International Monetary Fund has strongly supported direct controls on lending in its brief to the G20 finance meeting in Cairns over the weekend. “Completing the reform of financial regulation and ... Read more
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