When the Chinese government recently tightened capital controls to further reduce capital outflows, it sent a message to the world that all is not right with its currency. According to some analysts, China’s problems are big enough to seriously rattle global markets. For investors, it’s therefore time to check your portfolios for direct and indirect exposure to China and China-exposed businesses and industries.

by Roger Montgomery Posted in Global markets.

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If Trump is crafting a name for himself for anything beyond that for which his reputation already precedes him, it is the complete rejection of dogma.  He is literally turning established orthodoxy on its head and it looks like a letter written just over a week ago by U.S. Congressman Patrick McHenry, who serves on the House Financial Services Committee, to Fed Chair Janet Yellen may even turn Australian banks on their heads, emptying them of all their franking credits and returning much more capital back to shareholders. Continue…

by Roger Montgomery Posted in Financial Services.

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In this interview with Ross Greenwood, Roger Montgomery discusses the threats to Australian retailers.

by Roger Montgomery Posted in Radio.

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If you want to find more signs of stress in the Australian economy, then look no further than the recent result of Genworth (GMA:ASX), our largest mortgage insurer. In its announcement, GMA noted rising delinquencies, moderating economic conditions, and increasing underemployment. The result also signals that bad debt provisions may be a headwind for banks in FY18. Continue…

by Stuart Jackson Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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Mortgage insurer Genworth (GMA:ASX) this week reported a 10.9% drop in net profit on the back of a 21% jump in bad loans.  The company also warned of an apartment glut and lower prices.  Meanwhile, financial counsellors are reporting rising calls from people suffering mortgage stress.  Are these worrying signs?  We think so. Continue…

by Roger Montgomery Posted in Property.

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In this radio program with Philip Clark, Roger asks whether shares or property are a good place to put your money in 2017. They also had a look around the world at international markets and the implications for the Australian share market. (50 min) Listen here.

by Roger Montgomery Posted in Radio.

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When directors buy or sell shares in their company, most people believe they are sending a strong signal to the market about the firm’s prospects.  But how strong is the correlation between director trades and share price movements?  And should you buy or sell because a director has too?  We did some research to get closer to the truth. Continue…

by Tim Kelley Posted in Investing Education.

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