Economics

As quickly as the world came out of the pandemic, it was faced with yet another black swan event that caused markets to capitulate, and left supply chains in disarray.

As quickly as the world came out of the pandemic, it was faced with yet another black swan event that caused markets to capitulate, and left supply chains in disarray.

Legendary investor Ray Dalio has warned against believing all will be well if central banks simply increase interest rates to get inflation under control.

According to Morningstar, an Australian recession is possible but highly unlikely. It thinks the Australian economy is “in great shape,” with low unemployment and high real GDP recorded in the March 2022 quarter.

“Recession? Who knows? We’re not bearish, especially with our value style of investing. It’s bit of war like scenario. After the war’s over, we get inflation and that’s what we’re in.

The Reserve Bank’s decision to hike interest rates by more than 50 basis points, double that predicted by the majority of economists “changes the journey, not the destination,” according to Charlie Jamieson of Jamieson Coote Bonds.

The Russia-Ukraine war has seemingly moved from the headlines in most of the developed world, with most attention now being paid to the challenge of a jump in the cost of living and the impact of higher interest rates on repayments and property prices.

Head of Australian Equities at T. Rowe Price, Randal Jenneke, has released a note to clients that conveys a somewhat cautious tone towards the Australian equity market.

News that two major Chinese cities are finally emerging from their COVID-19 lockdown slumber has once again highlighted the huge opportunity set available in Asia.

Many people at the top of funds management travel around the world to work in various locations, to build a career.

Here, I focus on five myths about China’s economy and its financial system. In offering more realistic assessments, my hope is to help investors better judge the opportunities and risks of investing in China.

Markets have been incredibly difficult. At the moment there are so many different things going on all at once, slowing growth, rising inflation and on top of that the emergence of black swan events, have caught many, by surprise.