9 December 2021
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Shane Oliver

18 April 2012
China - soft landing, slow easing, shares cheap

Key points China’s growth rate has slowed to 8.1 per cent. Given monetary easing, it is likely to stabilise at around eight per cent this year, consistent with a soft landing. China’s growth is likely to be around seven to eight per cent per annum over the medium term reflecting strong catch-up potential, high productivity […]

13 April 2012
Weekly market and economic update: 13 April 2012

Headline developments of the past week The past week saw investment markets start in “risk off” mode with sharp falls in share markets in delayed response to the poor non-farm payroll release in the US over Easter and intensifying concerns about Spain. However, markets rebounded later in the week in response to an ECB official […]

12 April 2012
Here we go again? The pain in Spain and other annoyances

Key points After strong share market gains in the March quarter, a correction or rough patch was inevitable and we now may have entered just that, particularly with the eurozone debt crisis making a bit of a comeback. Spain and Italy certainly remain high risk and further volatility is likely. However, better share valuations, easier […]

5 April 2012
Weekly market and economic update: 5 April 2012

Headline developments of the past week The past week has seen a swing to ‘risk off’ with shares, commodities and growth currencies like the Australian dollar all weak on worries about Spain and China and fears of no more QE3 in the US. After a strong March quarter, some sort of consolidation or correction is […]

30 March 2012
Weekly market and economic update: 30 March 2012

Headline developments of the past week Eurozone finance ministers look likely to agree to increase Europe’s debt firewall to around €940 billion by combining the €500 billion in the European Stability Mechanism that will commence from mid year with the €440 billion in the existing European Financial Stability Facility (EFSF) bailout fund. Given that €200 […]

29 March 2012
Should super funds have more bonds?

Key points Australian pension funds tend to have a relatively high exposure to shares and lower allocation to bonds. This reflects a range of factors including the relatively strong performance of Australian shares, tax, demographics and the small Australian corporate bond market. The share allocation may fall a bit over time, but now is not […]

26 March 2012
Weekly market and economic update: 23 March 2012

Headline developments of the past week The past week saw investor caution return on the back of soft economic data and renewed worries about China and Europe. This saw shares, commodity prices and the Australian dollar fall and sovereign bonds in major countries rally.  Chinese related news added to nervousness about a hard landing there, […]

21 March 2012
Global recovery watch - what's the risk of another mid-year growth scare?

Key points The last two years have seen a solid start for shares give way around May to worries about a double dip back into global recession and 15 per cent plus falls in share markets. Could the same happen this year? Risks clearly remain, but there is also a good chance that after two […]

19 March 2012
Weekly market and economic update: 16 March 2012

Headline developments of the past week The past week saw a distinct contrast between strong US economic data and a more optimistic Fed driving US shares and most global share markets higher, but comments from Chinese Premier Wen Jiabao dampening expectations of policy easing in China which weighed on Chinese shares, commodity prices and the […]

15 March 2012
The US housing sector turning the corner

Key points While it’s too early to call the end of the secular bear market in US shares, there are some signs of light in the US economy, notably in manufacturing, energy production and housing. In particular, after triggering the GFC, the US housing slump appears to be over with a recovery in prospect. This […]

14 March 2012
Weekly market and economic update: 9 March 2012

Headline developments of the past week The past week saw a bit of volatility return to risk trades early in the week on worries that China’s 7.5 per cent growth target for this year is too low, uncertainty about Greece’s bond swap and news Brazilian GDP growth had slowed to 1.4 per cent last year. […]

7 March 2012
Australian profits and the Australian share market

Key points The December half profit-reporting season was pretty lacklustre with essentially flat profits. Profit growth is likely to pick-up in the year ahead but still lag consensus expectations for double-digit growth. Australian shares are likely to rise over the year ahead as valuations are attractive and global shares are likely to rise, but are […]

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