Some good data suggests a recovery from the dramatic COVID-19 economic lows but there are still plenty of variables and risks 21 June 2020 | Shane Oliver, AMP Capital (Image: Shownen) The past week has seen an avalanche […]
Concerns are being raised about the ‘boofhead diplomacy’ being conducted at the highest levels of China/Australia relations. But apart from the Murdoch tabloids urging all and sundry to call out China whatever the cost, who […]
The story of Australia’s $1.1 billion wine exports to China is far from an overnight success, its bedrock is a deep cultural understanding and personal relationships cultivated over many years 17 May 2020 | Marcus […]
The Australian Financial Review rightly apologises for cartoon amidst claims of anti-Semitism… don’t hold your breath for admission of ever offending Chinese-Australians 15 June 2020 | Marcus Reubenstein (Image: David Rowe/AFR) The Australian Financial Review […]
Sydney University Vice-Chancellor, Dr. Michael Spence says return of international students vital not just for campuses but the broader community 15 June 2020 | Marcus Reubenstein After months of lobbying from state governments, and the […]
Most major share markets fell sharply over the last week on concerns about a second wave of coronavirus cases in several US states and the pace of economic recovery after cautious US Federal Reserve comments […]
Tiny Norway, with just one-fifth of Australia’s population, saved up for this rainy day while Australia’s sovereign wealth has all but washed away 11 June 2020 | Kim Wingerei, MW Media (Image: Steinar Engeland/APAC News) […]
Despite its enormous short-term economic costs, the COVID-19 lockdown has saved hundreds of thousands of lives 11 June 2020 | Pragyan Deb, IMF (Image: Dimitry B) Since the COVID-19 outbreak was first reported in Wuhan, […]
Despite government policy moves aimed at tightening access for Chinese foreign investment, the latest reports show Chinese investors are already shunning Australia 9 June 2020 | Marcus Reubenstein It’s been less than a week since […]
Respected financial market commentator, Michael Pascoe says, dud diplomacy with China will cost plenty and deliver Australia nothing 9 June 2020 | Michael Pascoe Nuanced, subtle, far-sighted, strategic, wise, prudent, considered, clever – all words […]
The COVID-19 pandemic reveals Australia’s vulnerability: a narrow, fragile manufacturing base akin to a developing nation 7 June 2020 | Peter Roberts, @AuManufacturing (Image: Justin Bautista) When the states and federal government woke up to […]
Despite all the bad news there is some logic behind the 39% rally on global shares 6 June 2020 | Shane Oliver, AMP Capital Share markets continued to power up over the last week as developed countries […]
US-China tensions have been forced off Donald Trump’s political agenda by nationwide riots 3 June 2020 | Marcus Reubenstein (Image: Julian Wan) In recent months Australia has found itself in the middle of tensions between its most […]
The market has bounced back from its COVID-19 low but what will stop the market returning to the pre-coronavirus high? 2 June 2020 | Roger Montgomery (Image: Danilo Batista) The worst seems to be over. […]
Do global tensions, trade risks, bad data and the “new normal” of a COVID-19 world support the rally on equity markets? 30 May 2020 | Shane Oliver, AMP Capital (Image: Jeremy Perkins) From their March lows global […]
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