GLOBAL ECONOMIC RESEARCH

INSIGHTS, TRENDS AND CASE STUDIES

China’s income inequality improving but still some long term challenges.

We review March conditions and recommend overweight exposure in cash and alternative assets, with underweight positions in fixed interest, property and Australian equities, while keeping neutral exposure to international equities.

An improving US-China relationship provides a better environment for China’s economy.

In March, the NAB Monthly Business Survey results pointed to an overall healthy economy that is gaining momentum, at least in the near-term.

Geo-political risks fail to dent global reflation…for now.

Geopolitics took a backseat today with Trump’s Wall Street Journal interview dominating market moves.

The global macro picture has been muddied by a rise in geopolitical tensions, economic data releases overnight have been largely ignored and safe haven assets have outperformed.

Prime Minister Turnbull visits India after important economic reforms.

Investment indicators looking better

Head of Asia Business Development, NAB Business & Private Bank, Laura Mattiazzi recently hosted a roundtable discussion at the Global Food Forum addressing the challenges and opportunities facing cropping industries – and how Australian businesses can compete globally.

Rise of the machines: could automation help sustain China’s long term growth momentum.

More Chinese tourists are starting to prefer free independent travel over group tours, according to data from Tourism Australia.

Jobs growth, business surveys and consumer sentiment all point to an economy in good shape.

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