Please click on the link below to access this article/market wrap from Ausbil. The Economic Observer - April 2014 ... Read more
Archives for May 2014
How emerging markets can tame a taper tantrum
by: Alexander Klemm & Andre Meier & Sebastián Sosa iMFdirect Governments in most emerging economies, including in Latin America, have reduced their exposure to US interest rates over the past decade by issuing a greater share of public debt in domestic ... Read more
US stocks will rise for a fair while yet
by Dominic Rossi, CIO, Equities at Fidelity May 2014 It has been a solid start for US equities after a strong 2013. Their resilience has been particularly impressive given investors had ample opportunity to take fright. Despite much uncertainty over the crisis in Ukraine and the fact that US ... Read more
China’s housing boom is on shifting demographic sands —Business Spectator
Peter Cai Japanese health minister Chikara Sakaguchi said rather melodramatically in 2002 that "if we go on this way, the Japanese race will become extinct", referring to the country’s exceedingly low birth rate and rapidly ageing society. Japan’s fertility rate dropped below 2.1 -- the ... Read more
The problems with budgeting —Clime Asset Management
In recent interviews and ‘leaks’ it has become apparent that that the Treasurer and the Government could be thinking that Australia may need to endure a period of declining real wages (and therefore our standard of living) to allow the economy to re-balance and transition. If this is the ... Read more