Daily Archives: 11.03.10

Oliver's Insights – Is China a bubble that's about to burst?

This note looks at concerns that China is a bubble that’s about to burst. The key points are as follows: – Concerns that China is a bubble about to burst are unjustified. There is no evidence of generalised over-investment, China’s reliance on exports is overstated and likely to diminish with consumption taking a greater role,…

Oliver's Insights – The profit reporting season and shares a year after the low

We are now coming up to the one year anniversary of the bear-market low in shares (Australian shares bottomed on 6 March 2009 and US shares bottomed on 9 March). This note looks at the outlook for shares in the context of the Australian December-half reporting season just ended. The key points are as follows:…