A broader perspective on global equities and macro moves

Stock Watch



Traveling helps to broaden your perspective, offering  a wider view of the investment world.

Silicon Valley businesses  including Apple, Google, Intel have revolutionised how we communicate and do business.

The enormous cash reserves of Apple  - now greater than the US Treasury, puts the Greek debt repayment plan in context.

China’s equity  remains top of mind at the moment - after a rapid doubling of the Shanghai market over 12 months the index has started to revert to the mean.

Domestically,  we are at the start of the annual earnings season so we will have more stock specific data to digest rather than just following broader International macro trends.

The running dividend yield on the ASX 200 is approaching 5%, almost double the cash rates currently available and as such is encouraging traditional conservative investors to take a higher risk profile.

Sydney property prices still continue to grow strongly.


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