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Showing 41 - 50 of 63 results for "Geopolitical risks"

Analysts remain wary as ASX breaks 7000

ALLY SELBY  |  FRIDAY, 17 JAN 2020
... equity markets have performed well YTD, the direct result of a perception in markets that the aforementioned geopolitical risks have abated to some extent." He also warned of a pullback following the ASX's record high. "In reality, there isn't ...

Chief economist update: It's Christmas time in the city

BENJAMIN ONG  |  MONDAY, 9 DEC 2019
... POTUS, the looming US presidential elections, the still lacklustre/weakening growth in the global economy and geopolitical risks. Further, CNN reports that North Korea could be preparing resumption of nuclear testing. "...but the fire is so delightful." ...

Chief economist update: Japan should raise taxes another day

BENJAMIN ONG  |  WEDNESDAY, 27 MAR 2019
... factors; negotiations on the United Kingdom's exit from the European Union (EU) and their effects; and geopolitical risks". The same macro-risks every other central across the globe is guarding against. But there's one major risk that is unique ...

No one-size-fits-all approach to franking changes

HARRISON WORLEY  |  FRIDAY, 22 FEB 2019
... Magellan's head of research said the Australian market wouldn't be immune from global economic and geopolitical risks, and as such investors should exercise caution. Magellan, she added, was defensively positioned right now. "We're not fully ...

Chief economist update: Stability is doing it for Japan

BENJAMIN ONG  |  MONDAY, 24 SEP 2018
... aforementioned factors; negotiations on the UK's exit from the European Union (EU) and their effects; and geopolitical risks." Fortunately, Japanese inflation is heading in the right direction - headline up 1.3% in the year to August (from 0.9% in ...

What worries Aussie advisers: Natixis

KANIKA SOOD  |  TUESDAY, 12 JUN 2018
... bullish on returns, more confident of finding opportunities in low-yield environments but also more wary of geopolitical risks than global counterparts. The survey laid down the top portfolio concerns for Aussie financial advisers. Sixty-eight percent ...

Australia increases foreign direct investment inflows

DARREN SNYDER  |  WEDNESDAY, 24 JAN 2018
... prices would normally point to a potential increase in global FDI in 2018, UNCTAD said. "However, elevated geopolitical risks and policy uncertainty could have an impact on the scale and contours of any FDI recovery in 2018. In addition, tax reforms ...

Markets prompt adviser asset allocation review: Research

KARREN VERGARA  |  THURSDAY, 19 OCT 2017
... survey have either reassessed or are currently thinking of reviewing clients' asset allocation due to mounting geopolitical risks and overvalued US equity markets. About a third (31%) is uncertain about market valuations over the next six to 12 months ...

Who's afraid of North Korea? Not the South Koreans

BENJAMIN ONG  |  TUESDAY, 5 SEP 2017
... meeting at a record low 1.25% - the Bank of Korea's (BOK) only reference to "Kim" was to "closely monitor... geopolitical risks."

Fund manager sells all shares ahead of crash

ALEX BURKE  |  TUESDAY, 30 MAY 2017
... bubble, overvalued Australian equity markets, Chinese property and debt issues later in 2017 and "oversized" geopolitical risks. He added that after liquidating the assets Altair was managing, he would take up to a year off. "The main reason is in my ...