China Trade

Clime Asset Management

Sometimes it seems like there’s nowhere to hide. Equity investors were smacked in the face over the month of October, with waves of selling hitting sharemarkets from Sydney to Shanghai and London to New York. Something like $7 trillion was wiped off the value of global sharemarkets. Tighter financial conditions,... Show More

John Abernethy

Over recent weeks, we have highlighted that there are two main international macro events that will need to be closely monitored over the coming months. Each could impact the performance of investment markets in 2019. Show More

Clime Asset Management

Warren Buffett recently gave an interview where he reiterated his firm belief in the US economy, which justifies Berkshire Hathaway’s investment focus on quality US companies. In doing so, he emphasised the long-term investment horizon, bemoaned the focus on short-term forecasting but defended his right to receive quarterly updates. Show More

Callum Thomas

Remember the old "Li Keqiang Index"? It comprised 3 data series and served as an alternative measure for economic activity vs the dubious official GDP statistics. One of those 3 is pictured below (the others are power consumption and loan growth). As highlighted in the latest edition of the Weekly... Show More

Clime Asset Management

The first half of FY2017 has certainly delivered some unexpected outcomes - Donald Trump's election as the 45th President of the United States and the following positive market reaction stunned the world. Amidst the resulting volatility in bond and equity markets lies a wealth of opportunity for those who care... Show More

CommSec

Chinese exports plunged 10% in USD terms in September, much weaker than the 3.3% year on year decline economists had been expecting. Tom Piotrowski analyses the potential impact of the results on the Australian share market. For more Economic Insights, visit https://www.commsec.com.au/market-news/the-markets.html Show More