Has Indonesia turned the corner?

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The recent stabilisation in Indonesia’s currency and bond markets, together with subdued inflation and a healthy trade surplus, is paving the way for monetary easing. Moreover, a pickup in infrastructure... Read more continue reading

Weekly market update – week ending 6 November, 2015

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Investment markets and key developments over the past week Global shares mostly saw solid gains over the last week helped by good economic data, albeit with talk of ongoing Fed... Read more continue reading

Reserve Bank view on rates; Record vehicle sales

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Reserve Bank Governor Speech; New vehicle sales Easing bias: In a speech, the Reserve Bank Governor clearly stated the easing bias: “were a change to monetary policy to be required... Read more continue reading

Stronger iron ore prices lift export receipts

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Balance on Goods and Services – September 2015 The goods and services trade deficit came in at $2.3bn in September. Total exports rose by 3.4% and total imports rose by... Read more continue reading

Energy supply glut: Insights from the US

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Nikko AM Australia’s Energy Analyst, Warwick Cumming, recently visited the US to meet with shale oil and gas producers, gas consumers, service providers, consultants and brokers to gain an insight... Read more continue reading

Will the global investment landscape realign in 2016?

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As we approach the end of the year, our research is leading us to the view that we’re also nearing the end of an investment era, and the beginning of... Read more continue reading

Aussie consumers are in good spirits

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Consumer confidence Consumer confidence: The weekly ANZ/Roy Morgan consumer confidence rating rose by 1.8 points (1.6 per cent) to 115.2 in the week to November 1. Confidence is up 0.5... Read more continue reading

Weekly market update – week ending October 30, 2015

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Investment markets and key developments over the past week Shares were mixed over the last week with US shares up 0.2% and Japanese shares up 1.4%, but Eurozone shares down... Read more continue reading

CommSec State of the States – October 2015

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Overall results How are Australia’s states and territories performing? Each quarter CommSec attempts to find out by analysing eight key indicators: economic growth; retail spending; equipment investment; unemployment; construction work... Read more continue reading

Weekly market update – week ending 23 October, 2015

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Investment markets and key developments over the past week Shares got a strong boost from the ECB signalling further monetary easing ahead and from some better earnings reports in the... Read more continue reading