Investment Manager Alphinity sees short-term upside in Chinese steel production but a longer term slowing of the Chinese production growth rate. However the big growth opportunity is in LNG.
The price of oil is beholden to storage capacity, refinery capacity, supply issues and Middle East tensions but in demand terms the global economy’s shift from West to East is significant for future pricing.
In two years the price of oil has risen 50% but the price of natural gas in the US has fallen 50%. As America revs up to sell its gas surplus to the world, where does that leave Australia’s dreams of LNG riches?
Broker research shows how short-sell trades based on published ASIC data can greatly enhance returns on Australian stock portfolios and overcome the large cap concentration of the Australian stock market.
Yesterday’s FNArena’s Market Insight program is now available as a replay.
Skyrocketing prices have taken their toll on rare earth demand even as supply growth crawls. End-users are going to extraordinary lengths to withdraw from global mispricing in which China holds 94% of the cards.
Tune in to the recording of FNArena’s Market Insight program.
In last week’s Market Insight your FNArena hosts shone some light on Europe and why investors should pay attention to forecasts.
Rumours of China’s possible demise appear somewhat exaggerated, according to research and forecasting by a raft of economists across the globe, be the issues internal or external in nature. That is not to say forecasts are not without risks, or that further slowing is not expected.
Thursday’s live broadcast is now available as a replay. An explanation of that facing European banks and the implications for bank sectors worldwide, including in Australia.
