Wednesday, January 22, 2025

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1-9 out of 9 results.
Commodities & MiningExports, tradeChina
China’s 4-year trade war with Australia is over. It was the wake-up call we needed!

It was a much-needed wake-up call for Aussie exporters to diversify into other markets and reduce their heavy reliance on China.    China's share of exports fell from 42% to 32%, taken up by increasing exports to the rest of Asia, and USA. Australia's exports continued  to

Ashley Owen Dec 08, 2024
Commodities & MiningFinancial MarketsChinaInflationInterest ratesAustralian shares International shares
September 2024 snapshot: Fed’s first rate cut + China stimulus boost markets – is it enough?

Here’s my quick snapshot on global markets for Aussie investors Essential 1-page chart covering share markets, cash rates, bond yields, and FX + my Top 5 factors moving markets

Ashley Owen Oct 01, 2024 4
Commodities & MiningCommoditiesExports, tradeAustralian shares China
Iron Ore – biggest driver of ASX market returns, profits & dividends – where are we now?

The iron ore price is the biggest driver of ASX market returns, profits and dividends, and the biggest contributor to the wealth of all Australians, but iron ore prices have sunk back below $100, taking the big miners with it. Where are we now in the cycle?  Why I am bearish short term but reasonably bullish longer term.   How I found a 'thousand-bagger' but am no longer invested.  

Ashley Owen Sep 05, 2024 1
Wars & military conflictsExports, tradeChinaAustralian economyCommodities
Geopolitics case study - China: largest export customer + potential military threat - a problem?

Our largest export customer and source of wealth & prosperity - also a potential military threat - is this a problem? My answer is no, but for reasons you may not expect. Here is why I am bullish on Australia’s continued resource-based prosperity as global tensions escalate.  Australians have been masters at turning geopolitical shifts and crises into economic advantage!

Ashley Owen Jul 03, 2024
BondsGovernment – deficits, debtAustralian economyEconomicsChina
The Debt Olympics - How do we rate?

Australia and Australians loaded up on debt in the GFC and again in Covid, but how do we stack up against other countries? How do we rate on: Government debt? Corporate debt? Household debt?   Is debt good or bad? When does it become a problem? The answers are probably very different to what you may have thought.

Ashley Owen May 07, 2024
Exports, tradeChinaCommoditiesCommodities & Mining
Chinese Steel Production - the Sydney Harbour Bridge Index

China builds another 'Sydney Harbour Bridge' worth of steel every 10 minutes!    That's 26,000 Harbour Bridges per year - with our rocks.       China's steel production has been single biggest driver of Australia's prosperity this century.      But with China's construction market collapsing and economy stagnating, how will that affect us?  ·       

Ashley Owen Mar 25, 2024
CurrencyCommoditiesChina
What drives the Aussie dollar Part 2: Commodities prices

This is the second in a series of articles looking at the four main drivers of the Aussie dollar

Ashley Owen Dec 13, 2023
CommoditiesEconomicsAustralian economyExports, tradeAgricultureCommodities & MiningChina
Australia’s bounty: 400 years of exports. Is it just ‘luck’? Or masterful ability to adapt and pivot

Commodities matter! More than half of the 2,200+ companies listed on the ASX are miners (the vast majority are explorers with little more than a map, a compass, and high hopes, but a small number of miners do actually produce something).

Ashley Owen Nov 15, 2023
Australian economyCommodities & MiningChinaExports, trade
China builds another ‘Sydney CBD’ every 3 days – with our rocks!

Property construction has been the largest component of China’s incredible economic growth this century, and also the largest contributor to Australia’s export revenues, government tax receipts, corporate profits, and national wealth.

Ashley Owen Sep 15, 2023

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“Ashley’s unique fact-based analyses and insights into Australian and global markets are always worth reading. He has an incredibly deep and comprehensive store of financial markets data.”

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The information contained in this document relates to historical, factual events and returns, and contains general commentary and observations about financial markets, asset classes, and asset allocation. This document, or any part thereof, does not, and is not intended to, constitute investment advice, or financial advice, or financial product advice, in any jurisdiction in which it is published, re-published or read. It does not recommend, encourage, or influence readers to buy, hold, sell, or deal in any financial product or security. Where securities of financial products are mentioned, it is purely for the purposes of illustration, context, and/or education, and not intended to influence anyone to buy, hold, sell, or deal in it. The information is current when written. All reasonable measures are taken to ensure its accuracy at the time of publication, but the author accepts no responsibility or liability for any errors or omissions. This document is only provided to, and intended for, holders of Australian Financial Services Licences. It should not be used or relied upon by any person or entity other than a duly licenced AFSL holder, or authorised representative thereof. The author receives no benefit, financial or otherwise, from any product provider, or product issuer, or any other firm involved directly or indirectly in the provision or services in or to financial markets or industries, whether mentioned in the report or not. Any opinions expressed by the author are his alone, and are intended for the purposes of education.