By Adam Carr Not that it’s a fait-accompli or anything, but how would markets react if the Fed hikes this week? In contrast to market fears, history suggests that the price action may not involve what many have come to regard as the stock standard reaction. That is, bonds and equities ... Read more
Next global recession may be ‘made in China’
As the global economy enters the seventh year of a sluggish recovery, it’s time to start asking when the world will face its next downturn — and what will drive it. by RUCHIR SHARMA The Wall Street Journal August 18, 2015 12:00AM As the global economy enters the seventh ... Read more
China poses a big question for global markets—Business Spectator
By Peter Cai The value of the Chinese yuan dropped for the second day after Beijing’s shock decision to introduce a new market-oriented daily reference rate setting regime. The move has sent shockwaves across global currency and equity markets, including Australia. The People’s Bank ... Read more
Three questions hover over China’s economy
by Michael Collins, Investment Commentator at Fidelity August 2015 Australia’s record of 23 years of continuous economic growth is impressive. Yet it is well short of China’s 37-year expansion since Deng Xiaoping introduced free-market reforms in 1978. Even more worthy of note in China’s ... Read more
Keep watch on the ‘three gluts’: PIMCO — By Daniel Palmer (Business Spectator)
The leading economic adviser at global bond fund PIMCO has detailed ‘three gluts’ that will drive the global economy over coming years through an environment of low growth, low interest rates and low inflation. Joachim Fels, a former chief economist at Morgan Stanley, noted a crucial interaction ... Read more
The Greek Situation —A synopsis from the Washington Post
Please click on the link below: The Greek Situation ... Read more
What’s behind China’s stockmarket roller-coaster ride? —Business Spectator
By Peter Cai Wu Jingliang, one of China’s most influential economists, compares the Chinese stockmarket to a casino. In fact, it is worse than that. He says the Chinese sharemarket is a casino without rules. Imagine a punting environment in which gamblers don’t have to follow any rules as ... Read more
“What I leaned in China” by Mark Sowerby of Blue Sky Alternative Investments
This is an excerpt from the April Blue Sky Newsletter written by Mark Sowerby that I thought was worth sharing:- Many Chinese have made good money over the last 10-15 years as the Chinese economy boomed. Many of them have saved substantial amounts of money and have been spooked by the ... Read more
The big obstacle to a May rate cut —Business Spectator
By Miranda Maxwell Those surprised by the Reserve Bank's decision to keep rates on hold for a second consecutive month in April have something unlikely in common with South Africa’s Woolworths Holdings: underestimating Solomon Lew at their peril. When announcing strong first-half ... Read more
The messy politics of economic divergence — by Mohamed El-Erian
Mohamed A. El-Erian, Chief Economic Adviser at Allianz and a member of its International Executive Committee, is Chairman of President Barack Obama’s Global Development Council. He previously served as CEO and co-Chief Investment Officer of PIMCO. He was named one of Foreign Policy's Top 100 Global ... Read more
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