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Paul Hanly
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Paul Hanly, B.Comm, Ll.B., ACA, has 20 years in banking and finance. Paul has experience in major corporate workouts after 92 recession and commercial real estate bust in Australia.
My blog:
Thorts On Investing
  • Chart and statistical resources for investors in Australian companies & ETF's 0 comments
    Dec 12, 2011 5:51 PM

    The Reserve Bank of Australia publishes charts and statistical tables for Australia.

    These would be of interest to investors in EWA and KROO and companies like BHP.

    To me the most interesting thigs are:
    1. Commodity Prices for coal and iron ore (still very high)
    2. Trade weighted index (still very high)
    3. Housing Prices (very high but declining, generally slowly)
    4. Household debt (high but some delveraging)
    5. Household saving ratio (high, over 10% and stabilising at that level)
    6. FX rates (generally near highs although not so much now against USD and JPY)
    7. Export destinations (China is now quite important)
    8. Unemployment (may have bottomed)
    9. Retail sales (very low growth, reflecting household savings)
    10. Interest rates (cash rate has had 2 cuts in consecutive months)
    11. Stock market (volatile and way below the 2007 highs but better on USD basis because of AUD/USD rate changes, YTD is better than most developed countries in USD but US has been best of developed markets on MSCI indices.)
    12. Federal government debt (very low on a net basis)
    13. Bank dependency on foreign source wholesale funds (very high)

    Chart pack is at:
    www.rba.gov.au/chart-pack/index.html

    Statistical material is at:
    www.rba.gov.au/statistics/tables/index.html


    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

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  • Falling building approvals and no growth in employment are serious headwinds for Australia and EWA http://seekingalpha.com/p/5gj8
    Jan 18, 2012
  • EWA, KROO Australian Reserve Bank holds cash rate at 4.75. Most mortgages at 7.8% . Savings ratio at 12% Expect increasing household stress.
    Oct 4, 2011
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    Oct 4, 2011
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