Online Retail Sales Index monthly update – June 2014
Online retail showed further encouraging signs of growth in June, to be 0.9% higher compared to May, and 9.5% higher compared to a year ago. On the other hand, ABS data showed negative comparable sales growth at traditional retailers in May, to be 0.3% lower than April Read more
Developing a meaty supply chain across Asia
One of the largest vertically integrated supply chain organisations in the world, Australian Country Choice (ACC) is looking to expand its supply of high quality meat into Asia. CEO David Foote discusses the challenges and opportunities ahead. Read more
Your Money, Your Call: How would a property market fall affect the banks?
NAB’s Director of Fixed Income, Mark Todd, chats with Adam Goldstien from Skeggs Goldstien and Simon Ibbetson from Millinium about the property markets and how a change in these markets could affect inflation and therefore the banks. Read more
Quarterly Australian Commercial Property Survey – Q2, 2014
NAB Commercial Property Index fell -3 to -6 points in Q2 and continues to track below business confidence. NAB Group Chief Economist Alan Oster said: “Sentiment was weaker in all market segments, except CBD hotels, and also negative in all states, especially in WA.” Read more
ASX 300 Quarterly Business Survey – June 2014
Business confidence among Australia’s largest firms dropped significantly – from a position of above average confidence relative to the broader economy to marginally below. Businesses are reacting to the subdued domestic demand outlook. Read more
Rural Commodities Wrap – July 2014
The 2014-15 Australian wheat season is off to a good start in most growing areas following autumn rain, and domestic prices are at a premium to international levels due to concerns about the impact of a dry spring. Read more
Australian Markets Weekly: 28 July 2014
Australia: Building approvals, private sector credit and trade prices highlight the week Read more
India Budget 2014-15
India’s new Finance Minister, Arun Jaitley, delivered his maiden Budget on the 10th of July. It was a good document, albeit not a ‘game changer’, and needs to be followed up with further action and implementation. There were positives for consumers, infrastructure spending, real estate. Read more
Quarterly SME Survey – June 2014
SME business confidence eased again in the June quarter, but is holding up against heightened consumer anxiety with the support of positive sentiment in property and construction. Conditions rose slightly, but are still at levels suggesting sub-trend growth. Read more
Your asset allocation guide – July 2014
Even though equity prices are high compared to historical levels, we believe equity valuations are not excessive, so equities are still attractive compared to other asset classes. We provide insights on our favoured asset classes and how best to position your portfolio. Read more
Monthly Financial Markets Update – July 2014
The US equity market posted fresh highs in June, but price support remains good globally and locally, says James Wright, Chief Investment Officer, JBWere. Read more for currency and property news from the NAB FX Strategy team and Nick Ryder, NAB Private Wealth Investment Strategist. Read more
Investment Strategy: Rebalance your global equities exposure
It’s time to revisit your global equity exposure. Following a period of strong performance in international shares, it may be a good time to consider taking some profits and rebalancing your portfolio back to long term target weightings, says Duncan Niven, Analyst JBWere. Read more
