Oliver’s insights:- China’s big stimulus – will it work? And what does it mean for Australia?
This week’s edition looks at China’s pivot from incremental and modest policy stimulus to providing more aggressive support for its economy.
Tag: Chinese
Econosights – Australia and the Chinese economy
It is commonly accepted that Australia is highly dependent on the Chinese economy because of demand for Australian mineral resources and agriculture. Does this mean that the recent weakness in the Chinese economy will also weigh down on Australian economic growth?
Weekly market update 30-06-2023
The 2022-23 financial year looks to have seen a solid rebound in superannuation returns; falling inflation & still hawkish central banks; its a close call but RBA likely to hike again; why RBA GovernerLowe should stay; more on the potential ‘TSwift economy lift’.
Econosights: China – lockdowns, policy stimulus and regulatory burdens | AMP Capital
Econosights: China – lockdowns, policy stimulus and regulatory burdens Key points There are reasons to be optimistic on China: lockdowns are easing which will help to abate supply-chain related inflation, policy stimulus measures have significantly ramped up and more can be done and geopolitical tensions have room to improve with the change of government in Australia and potential roll-back of US tariffs before the November mid-term election. Chinese shares have been hit hard in recent …
Market Update 30 July | AMP Capital
Market Update 30 July Investment markets and key developments over the past week Despite some concerns about Chinese regulatory tightening early in the week and ongoing worries about coronavirus US and European shares rose over the last week helped by strong earnings results in the US and strong data in Europe. Japanese and Chinese shares fell though with regulatory issues weighing on the latter. The positive US lead helped push the Australian share market …
Market Update 18 June | AMP Capital
Market Update 18 June Investment markets and key developments over the past week While US shares fell over the last week as the Fed surprised on the hawkish side and Chinese shares also fell, Eurozone and Japanese shares rose benefitting from reopening and having central banks that are a long way behind the Fed. Australian shares also had a strong week rising to a new record high although this was led by IT, health, retail …
Market Update 16 April 2021 | AMP Capital
Market Update 16 April 2021 Investment markets and key developments over the past week While Japanese and Chinese shares fell again over the last week, US and European shares pushed higher helped by good economic data, a strong start to the US earnings reporting season, ongoing dovish comments from the Fed and tame bond yields. Reflecting the strong US lead, strong local data on confidence and jobs and a bit of catch-up Australian shares rose to …
Market Update 09 April 2021 | AMP Capital
Market Update 09 April 2021 Investment markets and key developments over the past week While Japanese and Chinese share fell over the last week, US shares rose to a new record high helped by strong data, stimulus optimism and dovish comments from the Fed and Eurozone shares also rose solidly. Reflecting the strong US lead, RBA dovishness and playing catch up after underperforming the previous week the Australian share market rose sharply to …
Market Update 19 February 2021
Market Update 19 February 2021 Investment markets and key developments over the past week While Japanese shares rose over the last week, US, European and Chinese shares fell on concerns about the impact of rising bond yields on equity market valuations, particularly for high PE tech stocks. Australian shares were boosted early in the week to their highest level in nearly a year by strong earnings results, but reversed course as concerns around rising bond yields …
Market Update 14 August 2020 | AMP Capital
Market Update 14 August 2020 Investment markets and key developments over the past week Major global share markets, with the exception of Chinese shares, rose over the last week as US new coronavirus cases trended down and on optimism regarding a vaccine and the economic outlook, with the US share market briefly surpassing its February closing high. The positive global lead along with a fall in new Victorian cases saw Australian shares rise to the …