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Showing 51 - 60 of 62 results for "Trade tensions"

Chief economist update: Stability is doing it for Japan

BENJAMIN ONG  |  MONDAY, 24 SEP 2018
... not surprising that Japan's trade-reliant economy would be one of the biggest beneficiaries of this thawing in trade tensions. As a result, the Topix produced the biggest gain of 4.4% last week and the Nikkei-225 index (up 3.4%) jumped to an eight-month ...

Chief economist update: China shares inclusion in MSCI is a blessing and a curse

BENJAMIN ONG  |  MONDAY, 17 SEP 2018
... indeed flow but out rather than into China as emerging markets tumbled, prompted by the escalation of Sino-Yankee trade tensions and the US dollar appreciation. So much so that by August 1 the Shanghai Composite Index and the SSE A-share index have tumbled ...

Future Fund delivers 9.3%, increases risk moderately

KANIKA SOOD  |  WEDNESDAY, 29 AUG 2018
... rising towards more normal levels we expect to see downward pressure on asset prices. "International political and trade tensions continue to impact markets and the potential for further shocks remains," Costello said. The fund's allocation stands as ...

JPMorgan fund excludes tobacco, cuts fees

DARREN SNYDER  |  TUESDAY, 21 AUG 2018
... theme from 20% to about 10%. Broadly the fund has become more cautious to reflect concerns about global growth and trade tensions. It has led the fund to be positioned with slightly lower equity exposure. In equities the fund no longer holds a long position ...

Chief economist update: The grass is paler on the China side

BENJAMIN ONG  |  THURSDAY, 2 AUG 2018
... reading since February this year). According to the National Bureau of Statistics (NBS) this is due to intensifying trade tensions, weaker domestic demand and adverse weather. While the latest reading indicates that the manufacturing sector remains in ...

Chief economist update: Draining the swamp

BENJAMIN ONG  |  TUESDAY, 3 JUL 2018
... economies but the more orderly and gentler ones in developed nations should provide cushion from the downward pull of trade tensions emanating from the US. The higher US dollar goes, the more pressure on the US trade deficit, the more Trump tries to ...

Chief economist update: Shanghai's drop is China's problem, the yuan's slide is everyone's

BENJAMIN ONG  |  THURSDAY, 28 JUN 2018
... scrutiny after a signal earlier this year that America's largest creditor may be easing bond-buying amid rising trade tensions." What happens if China fights the trade war by divesting its holdings of US bonds? Certainly, China will suffer a loss ...

Chief economist update: All Ords rising

BENJAMIN ONG  |  TUESDAY, 15 MAY 2018
... change of tone with regards to America's bilateral trade with China is a step in the right direction that thaws trade tensions not only with Beijing but with most of the US' trading partners... and what is good for China is good for Australia. ...

Chief economist update: RBA certain to raise interest rates

BENJAMIN ONG  |  THURSDAY, 12 APR 2018
... uncertainties around this outlook, with the main ones lying in the international arena. A serious escalation of trade tensions would put the health of the global economy at risk and damage the Australian economy." "We also have a lot riding on the Chinese ...

Chief economist update: The euro's doing Trump's work in the Eurozone

BENJAMIN ONG  |  TUESDAY, 27 MAR 2018
... have much more serious consequences. These include the risk of retaliation across other goods and an escalation of trade tensions; and the potential for negative confidence effects, which would weigh on business investment in particular. "The second ...