Aviva Investors Market Monitor – 09 February 2011

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Reporting season – week 2 With the earnings season now in progress, the past week was full of important corporate announcements that have impacted share performance. This week we discuss

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Business conditions near two year lows

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NAB Business Survey; Migration & Tourism The NAB business confidence index rose from -2.7 to +4.0 in January. The business conditions index slumped from +5.8 in December to -5.8 in

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Insights and themes impacting Asia Pacific companies

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1.0 Introduction Fidelity International’s analysts, who are at the heart of Fidelity’s investment process, actively meet with and review over 90% of the world’s largest listed companies on behalf of

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Two thirds of Asian companies have strong balance sheets, finds Fidelity survey

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Solid performance with double digit sales and profit growth expected for Asian companies Inflation, US economy and regulation are key challenges Companies cashed up and potentially looking to spend Asian

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Petrol prices limp, not leap, higher

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Weekly petrol prices Petrol prices are limping, not leaping higher. According to the Australian Institute of Petroleum, the national average Australian price of unleaded petrol rose by just 0.2 cents

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Investor Signposts: Week Beginning February 6 2011

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The big picture China is now the second largest economy in the world. Australia ranks as 13th biggest. But Australia is regarded as an advanced economy whereas China is defined

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Weekly market & economic update – 4 February 2010

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Headline developments Nature continued to wreak havoc in Australia, with Cyclone Yasi smashing into North Queensland as a category 5 storm (the highest they get) leaving a trail of devastation.

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Risk that La Niña could persist over 2011

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La Niña update The current La Niña weather event is responsible for the flooding across eastern and southern Australia as well as the severe Tropical Cyclone Yasi. The current La

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Reserve Bank signals rates on hold

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RBA Statement on Monetary Policy The recent floods and softer-than-expected economic data have caused the Reserve Bank to tinker with short-term forecasts, but the longer-term forecasts are unchanged. Given the

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The threat of inflation in Asian & emerging markets

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Key points Rising inflation is becoming a major concern in Asia and other emerging countries. So far it’s largely due to higher food prices. Non-food inflation remains reasonably benign. However,

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