Can Australia’s currency continue its rampage while exporters burn? The currency wars have been going on quietly here at home for some time now. And going by the state of our exporters, we’re losing.
February 4th, 2012 | Nickolai Hubble | 3 comments | ContinuedAll Posts Tagged With: "china"
The Downside of a Strong Australian Dollar in the New Brand of Capitalism
The strong Australian dollar makes some export industries chronically uncompetitive. Not only does this make them bad investments, it damages their ability to remain a going concern.
January 24th, 2012 | Dan Denning | 4 comments | Continued
China – The BRIC About to Smash Through Australia’s Windscreen
The BRICs – Brazil, Russia, India and China – are supposed to be the upcoming economic boomers of our age. In fact, the BRICs theory was our first exposure to the world of economics. But now part of the story is looking a little shaky.
January 21st, 2012 | Nickolai Hubble | 0 comments | Continued
The Cinderella Story of China’s Economy
One of the big questions of the year is whether China’s economy blows up or not. Hard landing or soft? When will the clock strike midnight on the Chinese? Things are slowing down, and it feels like it’s getting late.
January 18th, 2012 | Chris Mayer | 0 comments | Continued
The Growing Energy and Oil Alliance Between China and Saudi Arabia
The oil and energy alliance between China and Saudi has just been strengthened. On Saturday – in the wake of Europe’s debt crisis – Saudi state oil company Aramco signed a deal with China’s Sinopec to build an oil refinery in the Red Sea city of Yanbu.
January 16th, 2012 | Dan Denning | 0 comments | Continued
The Next Bubble in China’s Economy
We’ve battled this argument before, so we apologise if we repeat ourselves. But it needs to be said because the mainstream media continues to talk gibberish about China’s economy. This is the argument: a falling inflation rate in China allows the authorities to ease monetary policy to avert a hard landing.
January 13th, 2012 | Greg Canavan | 4 comments | Continued
China is the New Number One
From The Economist:
The country that invented the compass, gunpowder and printing is also challenging America in the innovation stakes. We estimate that in 2011 more patents were granted to residents in China than in America.
January 5th, 2012 | Bill Bonner | 3 comments | Continued
The China Effect on the Australian Economy
Note to the market: The Eurozone crisis hasn’t gone anywhere. The US and Iran are facing off in the Straits of Hormuz, the world’s most important oil supply route. And China’s economic slowdown has only just got underway.
January 5th, 2012 | Greg Canavan | 1 comment | Continued
Gold Are You In Or Out?
Hey…what’s going on with gold? The dollar up, gold down. When we checked yesterday the price was crashing through the $1,550 level.
December 16th, 2011 | Bill Bonner | 3 comments | Continued
Energy, Resources and Real Asset Investing
Basic economics of scarcity, supply and demand, and investment demand won’t be less important in supporting commodities. But in a world of collapsing financial asset values, tangible assets are about to become the hotly contested objects of a great global strategic game.
December 9th, 2011 | Dan Denning | 1 comment | Continued
Is Australia’s Economy Decoupled From the Rest of the World?
The world’s best economy, with the world’s best banks, run by the world’s best treasurer, just posted a world-beating economic growth rate of 1 per cent for the three months to September. The Australian economy is, apparently, on fire, growing at an annual rate of nearly 5 per cent over the past six months.
This raises a few questions…
December 8th, 2011 | Greg Canavan | 2 comments | Continued
Europe’s Credit Crisis is China’s Trading Problem
Europe isn’t a huge customer of raw commodities. But China is Europe’s largest trading partner. So there is a knock-on effect…somewhere down the line.
November 29th, 2011 | Dan Denning | 0 comments | Continued
China’s Monetary Policy
To think that China’s monetary policy is ‘tight’ and a few tweaks of the interest rate lever will encourage another wave of borrowing and even greater credit growth is wishful thinking.
November 25th, 2011 | Greg Canavan | 0 comments | Continued
How China Will Defeat the US
Don’t expect spending on the pentagon to decrease. Not with US national security at stake. And not with China posing an ever- greater threat.
China’s economy grew 71 times faster than the US over the last 4 years. At that rate, it won’t be long before US output is actually lower than China’s.
November 23rd, 2011 | Bill Bonner | 4 comments | Continued
Oil and Gold Up…World Economy Down
With the whole world economy in a bit of a funk you wouldn’t expect oil to be over $100 and gold to be over $1,700. Or would you?
November 22nd, 2011 | Bill Bonner | 1 comment | Continued
