![Shane Oliver shares his Insights on China]()
by Jodie | Oct 21, 2011 | Economy, Finances, Investments
Oliver’s Insights – China’s turn: 
This note provideed by AMP looks at the recent outbreak of worries about a hard landing in China. The key points are:
• Slowing exports, tight credit and a slowing property market suggest the risks regarding China have increased. Policy makers may also be slow to respond, resulting in further short-term uncertainty.
• However, so far there is no sign of a hard landing and while there are likely to be bouts of uncertainty, it is unlikely thanks to spending on social housing, solid consumer demand &and a likely easing in economic policy late this year or early next. But don’t expect a re-run of the 4 trillion Renminbi stimulus that was seen in 2008-09 as public debt is higher today and it was ultimately overkill anyway.
• Chinese shares are cheap, but require monetary easing before their fortunes turn decisively.
Read more here: Olivers-Insights – Chinas-turn
![Shane Oliver shares his Insights on China]()
by Jodie | Oct 7, 2011 | Business, Debt Management, Economy, Finances, General
Russell Investments have provided the attached economic update, which I am pleased to share with you.
Update from EMEA overnight: Eurozone Crisis: Greece fears hit world markets.
John Velis, Head of Capital Markets Research, EMEA, provides his thoughts about
where the Eurozone economies might be heading.
Key issues addressed:
- Will Greece be forced to default?
- What is the status of the EFSF?
- Dexia Bank liquidity crisis?
- What is the role of ECB?
- What is the solution and timeline of events?
So, if you’re a little concerned about what’s happening in Greece, and Europe as a whole, please enjoy the read here: Russell Market Pulse October 2011
I’d love to hear your thoughts too… how do you think the situation will play out? What else do you believe Policy makers should be considering?
One suggestion has been for Greece to start selling islands!! Let me know what you think!
