Alan Kohler’s Overview
Published every Saturday
In this week’s overview, we shine a light on what’s going on with the Chinese and Australian housing market.
Plus a look at:
- The politics of investment
- Italy – the next black swan?
- A look at results from some of Australia’s biggest companies
- Plus lots of R&D (Research and Diversions) and what went on both this week and last on the markets.
Coming up this week
Talking Finance Podcast
Talking Finance begins with a look at the Chinese economy, with Raymond Yeung, Chief Economist, China for ANZ. With companies entering reporting season, I speak with Susan Lloyd-Hurwitz from Mirvac, Paul Perreault of CSL and Paul Flynn from Whitehaven Coal to see how their companies fared. And Brian Hor, from Townsends Business & Corporate Lawyers has a cautionary tale about SMSFs.
The Spotlight Podcast
China is in The Spotlight this week. I speak with Peter Drysdale, Professor of Economics and the Head of the East Asian Bureau of Economic Research and East Asia Forum for the Crawford School of Public Policy at the Australian National University, regarding The Australia-China Joint Economic Report.
Talking Finance Podcast (snippet)
Exclusive Facebook Group
Question of the week
Q. Which funds do you suggest looking into when it comes to spreading some money across five separate funds, to give me exposure to International technology, infrastructure and general equities?
A. Alan broke the news that The Constant Investor had appointed an analyst to review unlisted funds and provide recommendations. “Steph is going to analyse the funds for us and come up with the best. Funds that we’re comfortable suggesting for our members.” Alan said he is also working on a project to prepare recommendations for listed funds as well. “Very soon we will be able to provide you with some solid recommendations on what to invest in.”
Charts For Charts Sake
Chart of the week
Source: Minack Advisors
The world is going through an unprecedented population bust, a.k.a., a demographic deceleration. Peak inflation caused peak bond yields in 1980, which coincided with peak population growth. Population growth falling back towards zero is a key factor behind the decline in both inflation and bond yields.