China and Emerging Markets

Manufacturers in China continue enjoying improving conditions, but price inflation is roaring its head, the September survey by HSBC/Markit suggests.

ANZ Banking Group suggests the Chinese government needs to introduce some additional policy changes to maintain the long-term development of the property market.

Economists debate the likely path of the global economy over the next twelve months. It’s all about policy.

A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.

Commonwealth Bank forex analysts are forecasting parity for the Aussie next year.

A brief look at important company events and economic data releases next week.

Behind the scenes of the global economic re-adjustment conflicts are brewing between the US and China. Are investors paying attention?

With the RBA in a hawkish mood, the Aussie seems destined to hit parity. But this has varying implications for stocks, inflation, the trade balance and monetary policy itself.

NBER last night declared the US recession over. Wall Street responded accordingly despite NBER’s revelation the recession actually ended in June 2009. Dow up 145. (Locked for subscribers until 10:00 AEST)

Gerard Lyons, chief economist at Standard Chartered, on global growth and what lies ahead for China.