by Peter Cai Alibaba’s spectacular debut on the New York Stock Exchange has signaled the coming of age for Chinese technology companies. The e-commerce giant is valued at over $231 billion, more than Facebook or Amazon and eBay combined. The successful initial public offering puts ... Read more
The US dollar is at war with the Fed —Business Spectator
By Jim Vrondas The strength of the US dollar is making it harder for the economic recovery in the US to gather more momentum, but rather than engage in a currency war with other central banks it seems the Federal Reserve Bank is at ease with the situation. I would find it hard to believe the ... Read more
Putting the weak US payrolls result into perspective —Business Spectator
By Callam Pickering The US labour market might have suffered a brief misstep but that was to be expected after a remarkably strong six months for job growth. There’s no reason to believe that the labour market won’t get back on track in September and finish off the year on a high ... Read more
Warning – zero interest rates! —Clime Asset Management Article
It is important for investors to reflect upon Europe’s economic predicament because the total size of the Eurozone economy approximates that of the US. Further, it has been the continual downgrading of Europe’s growth outlook that has led both the IMF and the World Bank to downgrade their estimates ... Read more
Why Chinese investors want Australian property
by William Shen (article from realcommercial.com.au website) Wealthy Chinese property hunters spent $24 billion on Australian property in the past seven years, according to The New York Times*. Despite booming Chinese investment in the residential property market, a significant ... Read more
Making sense of Chinese economic data –Business Spectator
By Peter Cai For a long time, analysts and economists believed 8 per cent economic growth in China was necessary to create enough jobs to maintain social stability in the country. But China has fallen short of that line a few times now and there is no unemployment crisis. If anything, there is ... Read more
US macro and Australia’s outlook
The Macro View Overview Alan Kohler, Editor-in-Chief of the Eureka Report and a director of StocksInValue, took the opportunity to record a video interview between Alan and John Abernethy, Clime Asset Management’s Chief Investment Officer, as a special edition of John’s weekly column The ... Read more
Australians can’t resist a bite of the Big Apple –Business Spectator
For those of you who have Australian friends or family that live in New York, I suspect your social media feeds have noticed this article that appeared on Gothamist pop up earlier this month. It seems the secret is out – Australians are flocking here in droves! While there were only ... Read more
The yuan’s rise to reserve-currency status
by Michael Collins, Investment Commentator at Fidelity June 2014 Amid all the threats and counter-threats between Russia and the west over recent events in Ukraine was a warning by Kremlin aide Sergei Glazyev that Moscow might orchestrate the end of the US dollar’s role as the world’s ... Read more
Why the Australian dollar is unexpectedly strong
June 2014 The floating of the Australian dollar in 1983 is among the most significant economic changes implemented by our policymakers over the past 40 years, even arguably the most substantial. A market-set currency carries the advantage that it helps insulate Australia from foreign ... Read more
- << Previous Page
- 1
- …
- 18
- 19
- 20
- 21
- 22
- …
- 25
- Next Page >>