Weekly market & economic update – 10 December 2010

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Headline developments of the past week Another round of strong Chinese economic activity indicators, excessive loan growth and a further rise in inflation to 5.1% in November on the back

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Review of 2010 and outlook for 2011

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Key points 2010 has been somewhat disappointing for investors, with continuing economic recovery but various macro scares resulting in a constrained and volatile ride for share markets and other related

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Weekly market & economic update – 03 December 2010

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Headline developments of the past week Better than expected economic data in the US, Europe and China along with the European Central Bank moving to extend its liquidity boosting measures

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Greece, Ireland, etc…the ongoing European debt debacle

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Key points While Ireland has now been granted financial assistance from the IMF and European Union, concerns remain regarding Portugal and Spain. Spain is a bigger risk as it is

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Weekly market & economic update – 26 November 2010

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Headline developments of the past week While there was good news at the start of the week in terms of Ireland agreeing to accept a bailout from the European Union

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Australian housing – is it a bubble? What’s the risk?

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Key points Australian housing is not in a bubble but it is very overvalued, and combined with high debt levels leaves Australian households vulnerable should anything significantly threaten house prices.

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Weekly market & economic update – November 19 2010

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Headline developments of the past week Worries about Europe’s debt problems and tightening in China were again key issues for investors over the last week, and had the effect of

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Cyclical recovery in shares remains on track, albeit bumpy

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Key points Share markets and related trades such as commodity prices and commodity currencies have fallen over the last two weeks, partly triggered by worries about the impact of Chinese

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China boom or bust or neither?

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Key points Further tightening in China is likely to ensure that inflation expectations remain under control and to mop up capital inflows flowing from US quantitative easing and Chinese resistance

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Weekly market & economic update – 12 November 2010

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Headline developments of the past week Shares, commodities and commodity currencies like the Australian dollar have had a tough week partly on renewed European debt concerns and worries that further

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