What signposts can we watch to be confident shares have bottomed? | AMP Capital

What signposts can we watch to be confident shares have bottomed? Key points While shares have rallied 15-20% from their March low and may have started a bottoming process, it’s still too early to say with confidence we have seen the low for this bear market. Key signposts to watch for are: signs that the virus can soon be contained (here the evidence is starting to look better); monetary & fiscal stimulus to minimise collateral …

Six forces driving Australian equity portfolio returns

Six forces driving Australian equity portfolio returns We are now in the late stage of the business cycle when a range of risks and opportunities are being thrown up at Australian equity investors. These reflect changes in fast-moving global markets, domestic policy choices and the evolving priorities of local businesses. These changes will create exciting opportunities for some Australian companies but throw up challenges for others. 1. The global economy is becoming more volatile The …

China’s consumers swapping Christian Dior for campuses and kangaroos

China’s consumers swapping Christian Dior for campuses and kangaroos Big-ticket acquisitions of Australian resources, office towers and luxury homes by Chinese corporates and billionaires are grabbing headlines. However, it’s the country’s middle class that is powering a spending shift set to benefit Australia longer term, says AMP Capital Chief Economist and Head of Investment Strategy Shane Oliver. “Chinese consumers are showing signs of shifting their focus from status-linked luxury goods like a Christian Dior handbag …