A spicy commentary published by the Lowy Institute—a prominent Sydney-based think tank—recalibrates the relationship between Australia and Southeast Asia. “Shared prosperity” and “deepening engagement” may mean something quite different in Canberra, than Hanoi or Kuala Lumpur. Bilateral grievances center on immigration policies and business standards. The author argues that Australia […]
Continue readingCategory: Investment Strategy
Portfolio composition begins with a simple idea, such as allocating cash to a selection of venture deals to achieve a superior financial return. Distilling fundamentals to achieve that outcome, however, leads to heated discussion, if not outright argument. Economic data can be subject to wide interpretation, the impact of government policy moves may be unclear, and industries may no longer respond to the same commercial circumstances that they once did. Academic debate confronts reality.
How Low Can the Dollar Go?
As global investors grow intolerant of the White House, we expect to see further weakness in the US dollar, with attendant benefits for the gold price. Unit purchases of this precious metal become more alluring in non-dollar currencies, amplifying demand. But just how low will the dollar go? Washington seems […]
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Consumer Gold Focus Is Leading Price Indicator
Americans are going bonkers over gold, both on the supply and demand side. Many are digging deep into their family vaults to sell heirloom pieces as scrap, while others are hoarding gold over anxiety and fear. The net impact is a frenzy of activity in the retail market that has […]
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White House Turbo-Charges Gold Market
Mark Bristow, the CEO of Barrick Gold, may know a thing or two about political volatility. While the mining company is based in Toronto, he is South African by heritage. “Very clearly the market is telling you there is only one reserve currency in this world, and that is the […]
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