Weekly market & economic update

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Headline developments of the past week While the risk of a double dip back into recession may be waning, the prospect of sub-par growth in key developed countries suggests that another round of global reflation looks to be on the way, via more quantitative easing (or QE2), with both the US Federal Reserve and the

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Weekly market & economic update 17 September 2010

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Headline developments of the past week Global financial market regulators – known as the Basel Committee on Banking Supervision – announced tougher capital requirements for banks so that they can better withstand future financial crises. However, bank shares actually rose in response as the capital requirements had been anticipated and the time to comply was

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Are shares good value & what about bank deposits?

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Key points Shares are cheap using forward price to earnings ratios and when comparing the level of the dividend yield to the bond yield. Thanks to low government bond yields and higher dividend yields, shares should provide a good risk premium over bonds for the decade ahead. While Australian bank deposit rates are attractive for

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Weekly market & economic update 10 September 2010

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Headline developments of the past week US President Obama announced plans for another round of fiscal stimulus including increased infrastructure spending, accelerated tax write-offs for new investment that would allow companies to write off all new investment undertaken before the end of 2011 and an extension of the Bush tax cuts for those earning less

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