Global markets

As Fiscal 2015 draws to a close and Greece defaults on its debt repayments, let’s take a look at the year that was. The Australian market, excluding reinvestment of dividends, has continued to trade sideways, up 1.3 per cent from 5,382 to 5,451. continue…

by David Buckland Posted in Economics, Global markets.

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We recently wrote about the proliferation of Chinese deception of foreign investors and the regulator’s inability to do anything about it other than delist the companies, which they won’t do, presumably to maintain a healthy trading relationship. continue…

by Roger Montgomery Posted in Global markets, Manufacturing.

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In the media last week, we emphasized the prospects for a hard landing in Australia. Being tied, by commodities, to the slowing growth of China puts Australia in the path of a serious economy malaise. Since 2010 we have been warning investors about the declining iron ore prices, Australian dollar and employment prospects. Back then China’s growth was being advertised at 12 per cent – fuelled in no small part by the property glut that was under construction. continue…

by Roger Montgomery Posted in Energy / Resources, Global markets.

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In this interview with Ticky Fullerton on ABC’s The Business on 6 May 2014, Roger looks at the Chinese export and property industries, and how they impact the Australian economy. Watch here.

by Roger Montgomery Posted in Economics, Global markets.

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The Nasdaq fell more than 3 per cent overnight. What’s behind it? continue…

by Roger Montgomery Posted in Global markets.

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In this interview with Ticky Fullerton on ABC’s The Business on 8 February 2014, I discuss the implications of the recent Australia-Japan Free Trade Agreement, and the moves that should have been made instead – starting with a comprehensive tax review. Watch here.

by Roger Montgomery Posted in Global markets.

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Condemnation of Russia’s annexation of Crimea by Ukraine’s northern and western neighbours has been surprisingly quiet, and once again the US has been left to do the heavy lifting in terms of playing “global sheriff”. continue…

by David Buckland Posted in Economics, Global markets.

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By Derek Scissors, published in the South China Morning Post

People are going to be discussing the flaws of Chinese finance for many years. Here’s a helpful guide: as soon as you see or hear “China’s Lehman moment” used seriously, stop paying attention. continue…

by Guest Author Posted in Global markets.

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Over the past decade many Chinese-based companies have listed in the US. For the larger stocks, such as PetroChina, China Mobile and CNOOC, the American Deposit Receipt (ADR) represents a secondary listing, and often Hong Kong is the primary place of listing.

However for about 200 smaller stocks (with an aggregate market capitalisation of US$84 billion), the US is their primary market.

continue…

by David Buckland Posted in Financial Services, Global markets.

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The Federal Court’s decision against ratings agency Standard & Poors has significant implications for both the Australian and global markets – Roger provides insight into why this is so in discussion with Ticky Fullerton on ABC1’s The Business broadcast 6 November 2012, together with his insights into the latest RBA rates announcement. Watch here.

by Roger Montgomery Posted in Global markets, TV Appearances.

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