The peak in the housing construction boom is approaching. ‘Oversupply’ of apartments warrants close monitoring, although various industry constraints will provide an offset.
Movements in the residential property market affect everyone – whether you’re an investor, an owner occupier, or a renter. After several years of incredibly strong house price growth, primarily in Sydney and Melbourne, there is now heated debate over where prices are likely to move.
Tensions between the Ukraine and Russia have been less disruptive than a month ago, reducing market volatility and bringing down gold’s risk premium –allowing gold markets to refocus attention on macroeconomic drivers. Reasonably positive economic data out of the US, and some recent…
On the demand side, industrial activity has improved in 2014, but recent indicators have been mixed. In China, the industrial sector appears to have stabilised following signs of moderation in recent months. Mini stimulus measures may have assisted the improvement.