News

News2017-12-17T01:36:45+00:00

Geldzug: THE AUSTRALIAN FEBRUARY 2021 REPORTING SEASON

28 February 2021 Twice a year we summarise the half-year and full-year results of the companies in the ALCE portfolio. Most of the companies in the portfolio reported strong earnings recoveries in the December half-year, and dividend payouts were higher than our forecasts... [read more]

By |March 1st, 2021|Categories: 2021, Geld Zug|Comments Off on Geldzug: THE AUSTRALIAN FEBRUARY 2021 REPORTING SEASON

Geldzug: CHINA’S 14th FIVE YEAR PLAN

25 February 2021 China’s top leaders have set out their top priorities for 2021 to 2025: achieving self-reliance in science and technology, and “dual circulation”. Self-reliance in science and technology means accelerating the development of vital high-tech industries such as semiconductors to ensure that China can develop regardless of US “threats”. Dual circulation means encouraging production for domestic markets as [...]

By |March 1st, 2021|Categories: 2021, Geld Zug|Comments Off on Geldzug: CHINA’S 14th FIVE YEAR PLAN

Geldzug: CHINA IS NOT GOING TO SAVE THE WORLD THIS TIME

4 February 2021 In November 2008 a panicked Chinese government launched a stimulus package equivalent to 12% of then GDP. The package propelled China out of the GFC, but it created more problems than it solved, e.g.: A tenfold increase in corruption Useless or non-economic projects: “bridges to nowhere” A surge in banks’ bad loans A sharp increase in the [...]

By |February 4th, 2021|Categories: 2021, Geld Zug|Comments Off on Geldzug: CHINA IS NOT GOING TO SAVE THE WORLD THIS TIME

Geldzug: LIGHT AT THE END OF THE TUNNEL – BUT WE’RE STILL IN THE TUNNEL

20 January 2021 Coronavirus vaccines will help us return to normal, but there will be risks, obstacles, and delays through 2021. 2021 will bring a W-shaped recovery in the economy and the share market: two steps forward, one step back. The Australian dollar is headed toward USD 90c much faster than we expected. After the grim events of 2020, the [...]

By |January 20th, 2021|Categories: 2021, Geld Zug|Comments Off on Geldzug: LIGHT AT THE END OF THE TUNNEL – BUT WE’RE STILL IN THE TUNNEL

Geldzug: PRESIDENT BIDEN AND THE SHARE MARKET

18 December 2020 History indicates that the US share markets are kinder to Democratic Presidents than under Republican Presidents. The most important thing is to stay invested, because the share market rises under almost every President. Although the Biden Administration will probably have to deal with a hostile Senate, it can still accomplish many of its policy objectives by executive [...]

By |December 17th, 2020|Categories: 2020, Geld Zug|Comments Off on Geldzug: PRESIDENT BIDEN AND THE SHARE MARKET

Geldzug: AUSTRALIA’S BANKS ARE ON THE ROAD TO RECOVERY

13 November 2020 The ANZ, NAB and WBC results for the September half-year suggest that their bad loan problems will be smaller than expected, because loan deferrals are falling faster than feared. NAB had the best underlying result. Banking sector profits are likely to bottom in FY21, then recover at 10% to 15% pa for the next two years, taking [...]

By |November 23rd, 2020|Categories: 2020, Geld Zug|Comments Off on Geldzug: AUSTRALIA’S BANKS ARE ON THE ROAD TO RECOVERY

 2,193 ,  7 views today

Go to Top