US China trade war fears – Q & A Key points President Trump’s actions on trade are mainly aimed at achieving better access for US exports to China and better treatment of US intellectual property by China. They are not primarily aimed at traditional US allies, reducing the risk of a global trade war. So far there is only a “phoney trade war” between the US and China as major tariffs are only “proposed”. Signs …
Volatility could present buying opportunities in 2018 Volatility and the first meaningful lift in inflation coming from the United States will likely be the main differentiating features in global financial markets in 2018 compared to this year, according to Dr Shane Oliver, AMP Capital’s Head of Investment Strategy and Chief Economist. The dips in share markets experts anticipated in 2017 are more likely to materialise in the new year, Oliver notes. But with global growth …
Aussie banks are OK but there’s better value overseas 04 October 2017 Banks globally are better value than local banks for share market investors but our “big four” still don’t look overvalued, says Shane Oliver, AMP Capital head of Investment Strategy and Chief Economist. “Going forward in an absolute sense the banks look ok. P/Es [price earnings] multiples are a little under the market average multiples in Australia and dividend yields are still good.“There is …
