China and Emerging Markets

Iron ore is expected to firm a little then soften, rising coal supply is pressuring prices, while the falling AUD is helping domestic miners across the board, although there is little good news for gold.

Last night’s downward revision to US GDP confirms bad news is still good news too. Dow up 149. (Accessible only for subscribers before 10:15 AEST)

Soft term weakness in iron ore may lead to opportunities later in the year, while the lower AUD is helping Aussie miners and maybe the de-rating cycle has ended.

Positive US data pushed Wall Street up last night despite monetary policy implications. Are things going back to “normal”? Dow up 100. (Accessible only for subscribers before 10:15 AEST)

The world responded over the last 24 hours to a plunge in Chinese stocks but Fedspeak saved Wall Street from a much bigger fall. Dow down 139. (Accessible only for subscribers before 10:15 AEST)

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

Wall Street tumbled, commodities crashed and gold bade farewell as the world responded in earnest to Fed tapering, and problems in China. Dow down 353. (Accessible only for subscribers before 10:15 AEST)

The Fed has put the tapering debate to bed but there’s still Japan, Europe and China to consider as we move into the second half of 2013.

Profit Confidential’s George Leong explains why the rich are getting richer in China and who stands to benefit from this.

Danske Bank has put out its latest barometer on the US, Europe and China, measuring the prospects for a global economic recovery, while Merrill Lynch warns of slowing growth in Australia.