The Australian dollar ($A) has undertaken a marked depreciation against the US dollar ($US)

Clime Investment Management

Clime Investment Management

The Australian dollar ($A) has undertaken a marked depreciation against the US dollar ($US). Most commentators (including Clime) have long been suggesting that a significant adjustment is on the cards. Investors therefore should be looking for stocks leveraged to a falling $A, such as domestic retailers. The commodity price boom is over and the period of record low interest rates that has propped up the $A is coming to an end, which will see the local currency weaken. At a macro level the Australian economy has become a hostage of the $A. If the $A falls, it will provide a growth and inflation stimulus to the economy which will flow through to a number of sectors and stocks. But if the $A stays strong, domestic companies are in trouble, and as predicted by senior Treasury officials, Australians will experience a sharp fall in living standards. Read the report: (VIEW LINK)


Clime Investment Management
Funds Management & Stock Research
Clime Investment Management

The Clime Group is a respected and independent Australian Financial Services Company, which seeks to deliver excellent service and strong risk-adjusted total returns, closely aligned with the objectives of our clients.

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