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27 July 2024
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Will the Year of the Dragon prove a fruitful one for markets? Strong labor markets and a loosening in financial conditions should help in the first half of 2024, though things may get more rocky as the year progresses.
The Chinese economic model needs an overhaul and a currency devaluation is one way for the country to restructure. If a devaluation happens, it will have significant ramifications for Australia and the world.
The structural drivers for China's rise remain intact. Companies there will benefit from rising incomes, increasing demand for premium goods and services, and burgeoning sophistication in technology and manufacturing.
Regulatory tightening has wiped US$1 trillion off China’s stockmarket over the past year, but this is not representative of the whole private sector. It is catching up with global practices of supervision of tech.
China is approaching a 'Lewis turning point' at the same time it faces a demographic time bomb with its rapidly-ageing 1.4 billion population. How it solves these problems will have a massive impact on Australia.
Australia has its tensions with China but with a strong base and a competitive, well-educated workforce, China’s manufacturing champions will advance its technology prowess and gain global market share.
Consumers are now having a bigger impact on China’s economic growth to the benefit of multinationals, but foreign companies can face boycotts when pursuing Chinese consumers.
The debt picture in China is complicated by the many layers of property development, shadow banking and local government, and it poses a risk to China's economic stability.
Recent economic volatility in China could signal an important social shift - one which could actually drive China’s future growth and transform the country’s economic model.
A 'hard landing' scenario for China could see many areas adversely affected, with one problem leading to another. Australia would feel the effects of such a downturn but no-one knows the magnitude.
Here are 10 rules for staying happy and sharp as we age, including socialise a lot, never retire, learn a demanding skill, practice gratitude, play video games (specific ones), and be sure to reminisce.
A new report suggests Australian housing is twice as expensive as that of the US and UK on a price-to-income basis. It also reveals that it’s cheaper to live in New York than most of our capital cities.
The discounts on listed investment vehicles are at historically wide levels. There are lots of reasons given, including size and liquidity, yet there's a better explanation for the discounts, and why a rebound may be near.
The best way to lose money in markets is to chase the latest stock fad. Conversely, the best way to build wealth is by pursuing a timeless investment strategy that won’t be swayed by short-term market gyrations.
The nine lessons include there is always a cycle, the crowd gets it wrong at extremes, what you pay for an investment matters a lot, markets don’t learn, and you need to know yourself to be a good investor.
A new report from Vanguard has found an increasing number of Australians expect to be paying off a mortgage in retirement, or forced to rent. A financially secure retirement is no longer considered a given.