Oliver's insights

Current | Archive
16 February 2017

The Chinese economy stabilises and iron ore surges – where to now and what it means for investors and Australia
Key points - Chinese economic growth stabilised in 2016. Expect Chinese growth this year of 6.5% and inflation of 3%. - Key risks regarding China relate to policy tightening, the property cycle, rapid debt growth and a trade war with the US. All of these should be manageable. - Chinese shares remain reasonably good value from a long term perspective, but beware their volatility. - The stabilisation in Chinese growth and improvement in commodity prices is positive for the Australian economy and Australian assets. Introduction A  year ago there was a long global worry list and high on that list was China. A nearly  50% collapse in Chinese shares, uncertainty about the
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About Oliver's Insights

Oliver's Insights is a regular update from Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital.

In Oliver's Insights, Dr Shane Oliver explores the latest issues regarding financial markets and the economy.


Who is Dr Shane Oliver?

Dr Shane Oliver joined AMP in 1984 as a research officer and in 1994 became AMP's Chief Economist. He now plays a major role in determining AMP Capital's investment strategy and asset allocation. He also provides economic forecasts and analysis to the asset class portfolio managers. As chief economist, he maintains a media profile for AMP Capital on economic and investment market issues.


What you need to know

Any advice on this page is provided by AMP Capital Investors Limited, ABN 59 001 777 591 and AFSL 232497. We can be contacted by telephoning 133 888 or you may send us an e-mail to askamp@amp.com.au. The advice is not based on your personal objectives, financial situation or needs. Accordingly you should consider how appropriate the advice is to those objectives, financial situation and needs before acting on the advice and, before buying any financial product, you should read the current customer brochure or product disclosure statement. We are part of the AMP Group of companies. However no remuneration or financial benefits are paid to us or our related companies or associates in relation to the advice provided on this page.