China on track

Published: November 13, 2013

Download PDF copy It seems that every 6 -12 months the China perma bears roll out their worries again. At the core of such concerns are a bunch of structural issues: that China’s investment driven growth model is unsustainable, that its housing sector is overheated, that it has lost competitiveness and most significantly that it […]

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The search for yield and return – has it gone too far or is there more to go?

Published: November 6, 2013

Download PDF The collapse in short term interest rates and associated fall in long term bond yields has seen investors seek out decent investment yield in assets as diverse as corporate debt, property, infrastructure and shares. And more recently this has broadened into a general search for higher returns as confidence in the economic outlook […]

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Light at the end of the tunnel for Australian retail sales

Published: October 24, 2013

Download PDF Four years of poor retail sales When looking for growth in non-mining investments to fill the gap left by the mining investment boom, retail sales are critically important accounting for nearly 20% of economic activity in Australia. As is well known Australian retailers have had it tough for nearly four years now. Nominal […]

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