Economy

Equity markets bounce

A mix of more good news than bad on the macroeconomic front eases downward pressure on global markets Share markets continued their recovery over the last week helped along by expectations that “Goldilocks” conditions will […]

Finance

Are the markets still spooked?

Global equity markets went on a rollercoaster ride last week suggesting there was overselling but still concerns on the macro-economic front remain (AMP Capital) Following a bad start to last week on worries about a […]

Finance

Signs a share correction looms

There are winds ahead for global equity markets which have enjoyed strong growth but are now faced with weak economic data. Shane Oliver (AMP Capital) A correction is underway. Shares went sky-high into July on […]

Comment

Why cash remains king

Fund manager Roger Montgomery explains why company profitability is important, but not as important as cash-flow 4 May 2023 | Roger Montgomery (Image: Nathan Mullet) Cash flow is the money flowing in and out of a […]

Economy

Australia’s RBA review

Some change coming to the way the RBA does things following the independent review 22 April 2023 | Shane Oliver AMP Capital The review notes that “Australia’s economic performance has been very good since flexible […]

Economy

China’s growth outlook

Economic indicators in China have slowed, what are the implications for Australia? 26 August 2021| Shane Oliver, AMP Capital  (Image: Marcus Reubenstein) Both China’s economic growth and its sharemarket surged after the first wave of the coronavirus […]

Economy

China’s regulatory crackdown

What are the economic implications for China following the raft of new tighter regulations on a range of industries from tech to private education and overseas listings? 26 August 2021| Shane Oliver, AMP Capital (Image: Ryoji Iwata) […]