For many, India is the new China, and Australia has a head start. Two years ago, on April 2, 2022, Australia and India signed the India-Australia Economic Cooperation and Trade Agreement (ECTA). This was India’s first trade agreement with a ...
Learn moreHave you ever looked at your credit card or mortgage interest payments and felt sick? Well, the US federal government is expected to pay USD 870 billion in interest payments this year which is around USD 48 billion more than it is expected to spend on d...
Learn moreStock markets in the US and Australia have been flirting with all time highs as the end of year rally continued into January but in China, the situation is not so grand. House prices and consumer spending are down again while stock market lows hav...
Learn moreAustralia’s renewable energy consumption grew by an average annual rate of 5.7% in the decade to 2021-22. In contrast, oil (-0.4%) and coal (-2.6%) consumption declined. Solar was the fastest growing renewable category at 29.8% followed by wind at...
Learn moreThe copyright to Peter Pan is now in the public domain. While Peter won’t grow up, we have economies that are not quite ready to slow down all the way! The soft landing didn’t happen in 2023 but still looks good for 2024. What happ...
Learn moreRenters are doing it tough in Australia’s major cities, but overseas institutional investors see an opportunity in the multifamily built-to-rent space. Our chart of the month below, shows that rental vacancy in Australia is now among the lowes...
Learn moreWith the return of El Nino, conditions are hotting up in Australia. However, the US bond market is also feeling the heat with a sell-off leading to higher yields for longer-dated bonds. These are conditions not seen since the 1980s! Back in the People&r...
Learn moreIncreasing financial stress on mortgage payers While Australia is not in recession, it sure feels like it for many households. The tube of toothpaste is being squeezed from both ends with rising living costs at one end and rising mortgage payments a...
Learn moreThe RBA paused again as the economy slowed. While inflation “remains too high” and the labour market is tight, the RBA talked about “below-trend” economic growth, weak household consumption, and weak dwelling investment for the f...
Learn moreCOVID-19 came as quite a shock to Australia's migration numbers. Australia went from an average net migration intake of 228,370 between 2016 to 2020 to -84,940 in 2021. This was the biggest fall in migration numbers since the First World War (see ch...
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