Investor Signposts: Week Beginning March 6 2011

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The big picture The Reserve Bank Governor isn’t one to gloat. But you can certainly sense from the latest interest rate decision that Glenn Stevens is pretty pleased with the

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Businesses bank on second half recovery

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Private New Capital Expenditure; Average weekly earnings New business investment rose by a less than expected 1.3 per cent in the December quarter. Manufacturing dominated investment plans with investment in

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Hedge now, gain later

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Businesses urged to consider hedging strategies ahead of expected dip in value of Aussie Businesses that rely on importing goods or services are being urged to consider hedging strategies in

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Global Property Securities Update

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Overview Strong returns by listed property companies during the month were mainly driven by positive momentum in most global equity markets. The prospect of further quantitative easing in the US

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The new age of consumer thrift

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Key points The GFC has ushered in a period of more cautious consumers in the US and to a lesser extent in Australia. Household savings rates are likely to be

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Global Reflation Mark II, gold and the Australian dollar

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Key points The sub-par recovery in the US, Japan and Europe and constrained fiscal policy most likely means that we will see another round of global policy reflation, centred on

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Emerging markets local currency debt: Capitalising on improved sovereign fundamentals

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Emerging markets local currency-denominated debt is a relatively large and liquid asset class that represents some of the most creditworthy emerging market sovereigns, offers two distinct sources of return (currency

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