China and Emerging Markets

ANZ compares the numbers over the last decade to show just how rapidly Australia’s trading ties with India are growing in significance.

The Dow closed over 12,000 and S&P over 1300 led by strong global manufacturing and a peaceful protest in Egypt.

A glance through the latest expert views and predictions about commodities with positive views on the Australian energy sector and titanium but reasons for caution on precious and base metals and the steel sector.

Growth in China’s manufacturing sector eased again in January according to Beijing reflecting local rate rises while Australia’s sector remains in the doldrums.

A glance through the latest expert views and predictions about commodities with debate on oil, steel and gold prices and suggested gains in fertilisers.

Barclays Capital has met with a number of players in the Chinese copper market and found sentiment remains cautious at current price levels.

Local and international economists discuss their expectations for 2011.

Resource Capital Research provides its view on iron ore pricing into next year.

Soothing words from Beijing and M&A activity in the North American financial market had Wall Street finally in a more bullish mood last night. Dow up 54.

The minutes of the December meeting indicate a real concern over Europe, cementing views that there won’t be another rate rise for a while.