Economics

Trouble in China has investors guessing

Australian investors, aware of the importance of China for continued bullishness at home, have been keenly watching the state of play in China – so news late last week that China’s flagship lender, Bank of China, as well as Industrial and Commercial Bank could face significant losses as a result of the US sub-prime crisis…

Share correction insights

Well before the latest Australian share market peak and correction, serious market analysts were predicting a major reversal. So as corrections go this one should not have come as a surprise. It has been widely anticipated and the genuinely smart trading money has been well prepared through strategies like regularly taking profits or setting stop…

Is the big Asian sharemarket boom over?

Asian stock markets have taken a hit over the last quarter thanks to the sub-prime crisis, but analysts believe the fundamental story remains optimistic and Australian investors should not turn their backs on opportunities there. Looking at the region as measured by the MSCI all country Asia ex-Japan index, equities were down 17.6 per cent…

Have we bottomed?

The worst of the credit crunch is behind us, the worst of the economic down-turn is ahead of us, and it is only a question of whether the worst of the economic down-turn has already been fully priced into equity markets. I believe a global recession or worse is already priced, which means equity markets…