Talking Asia with David Urquhart

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David discusses how he deals with rising inflation in Asia, what’s driving the IPO boom in the region and talks about some stocks he likes. At the moment, there is... Read more continue reading

Europe’s reversal of fortunes: core trumps peripherals

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Until recently, the defining theme of European economic monetary union since its introduction in 1999 was the convergence of the peripheral economies (ex-Soviet bloc and outlying countries) and core Europe... Read more continue reading

Insync FM Doesn’t Hold Banks in its Global Portfolio – Why not?

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Insync FM Would Also Find it Difficult to Hold Australian Banks in a Global Fund Given: Their overweight home loan portfolios Their regional outlook Their recent dividend performance Sydney-based international... Read more continue reading

Can Indonesia be Asia’s star bourse for a third straight year?

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Indonesia’s stock market in 2010 was the star performer among the 10 countries in the MSCI Asia ex-Japan Index for a second straight year.1 So far, however, 2011 hasn’t been... Read more continue reading

Lending slides; Futures market bets on rate cut

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Lending finance; RBA Board minutes; New Car Sales Lending slumped in January. Total lending finance fell for the first time in the five months – down by 6.0 per cent... Read more continue reading

The Great Sendai Earthquake of 2011

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Perspectives At 2.46pm on Friday March 11, an earthquake measuring 9.0 on the Richter scale occurred off the north east coast of Japan near Sendai, triggering a 10 metre tsunami... Read more continue reading

Credit cards on the outer; Petrol on the rise

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Credit card lending; Weekly Petrol Price Credit card balances are growing at the slowest annual pace in 16 months. The average credit card balance in January was up just 0.8... Read more continue reading

The likely economic/financial impact of Japan’s earthquake

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Key points The Japanese earthquake has caused terrible human suffering. In terms of the economic impact, in the short term it will likely depress Japan’s economy as a result of... Read more continue reading

China: Food inflation remains high

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Chinese economic data Inflation prints above forecast. China’s annual inflation rate held steady in February at 4.9 per cent, but was above expectations centred on a result near 4.8 per... Read more continue reading

Slow motion market recovery ahead, says Russell chief investment strategist

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Warns investors on over-optimism Predicting high single to low double digit global returns Russell Investments is expecting a slow motion market recovery, according to its March 2011 market commentary. Andrew... Read more continue reading