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) […]

Economy

Delta dawns

Lockdowns, economic activity down and uncertainty rise with spread of the COVID-19 Delta variant 1 August 2021| Shane Oliver, AMP Capital (Image: Marcus Reubenstein) Global share markets fell over the last week, not helped by concerns about […]

Economy

Charting the way ahead

Seven key charts for investors to watch, where are they now? 26 July 2021 | Shane Oliver, AMP Capital (Image: APAC Digital, Patrick Weissenberger) While shares are at risk of a near term correction on the back […]

Finance

Locked in

With low vaccination rates there’s little choice but to retreat to lockdowns so the Australian economy is taking another hit 17 July 2021 | Shane Oliver, AMP Capital (Image: Marcus Reubenstein)   The latest wave of new coronavirus […]

Finance

Easing does it

Central banks heading towards the easing exits – five reasons not to be too concerned 29 June 2021 | Shane Oliver, AMP Capital (Image: Ibrahim Boran) The drumbeat of central banks heading towards the exits from ultra-easy […]