China -the tariff threat, structural challenges and implications for Australia

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Key points Chinese growth is running around 5% and while threats remain high – with the property downturn and tariffs – policy stimulus is likely to be enough to keep

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Seven key charts for investors to keep an eye on

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Key points The first half of this year saw good returns, but they were interrupted by a correction into April thanks to US tariffs. We remain upbeat on a 12-month

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Weekly economic and market update – week ending 4 July, 2025

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Investment markets and key developments Another week of record highs in shares. Share markets mostly pushed higher over the last week, with US shares rising 1.7% to a record high

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2024-25 saw strong investment returns yet again – but is it sustainable?

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Key points While recession fears, worries about US tariffs and war with Iran resulted in volatility, 2024-25 saw another financial year of strong returns helped by central bank rate cuts,

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Weekly economic and market update – week ending 27 June, 2025

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Investment markets and key developments Middle East oil crisis averted so oil down but shares up to near record highs. While the past week started with uncertainty as to how

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Five charts on investing to keep in mind in uncertain times like now

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Key points The US intervention in the war with Iran has substantially increased the risk of disruption to global oil supplies and a deeper impact on share markets. But predicting

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Weekly economic and market update – week ending 20 June, 2025

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Investment markets and key developments Share markets were mixed over the last week as the escalating Israel/Iran war, with rising signs that the US may join in risking a disruption

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Here we go again! The threat from the Israel/Iran war

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Key points So far, the Israel/Iran war is limited, and various constraints suggest it may stay that way with Iran reportedly wanting to return to talks. It’s still early days

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Weekly economic and market update – week ending 13 June, 2025

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Investment markets and key developments Global shares had a messy week pushed around by tariff news in the US, better than expected US inflation data and Israel’s attack on Iran’s

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The risk of a US public debt crisis – and implications for shares

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Key points US tax cuts point to ongoing budget deficits around 7% of GDP, a rising trend in already very high public debt and a further rise in already record

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