Posts tagged…Australia
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Mon, Nov 17 2008According to the Reserve Bank's deputy Governor:
"The prospective earnings yield on Australian shares now stands at 11 per cent, almost double the long-term average…When the yield has risen to these levels in the past, the return on shares over the subsequent 10 years has almost always been well above average" David Uren in The AustralianHere's the Governor's speech.
Australian food trade barriers revealed
Wed, Aug 13 2008The World Bank's World Trade Indicators (WTI) are a relatively new, but very powerful, way of describing global trade policies and regulations. Their simplified metrics help to reveal the 'big picture' that emerges from a blizzard of trade and tariff data collected by the UN and WTO. Their method is theoretically sound but—as always—has limits and perspectives that need some interpretive…
Read more…A valentine in July
Mon, Jul 07 2008
Need a reason to love aussie shares? Here it is—from the RBA's chart pack. Note the price indices relative to other markets, the consistently good value P/E, the high dividend yield. What's not to love? Forget the bears… buy a bit of future growth.
Australia’s export performance—should we be worried?
Sat, Apr 19 2008
The Australian government's Review of Export Policies and Programs has apparently been prompted by concerns about export performance.
"While exports exhibited strong growth in the period 1980-2001, reflecting technological changes and important domestic policy initiatives such as the lowering of tariff barriers and the introduction of pro-competition policies, in recent years there has been a…