Join us for a comprehensive exploration of the semiconductor sector in our upcoming podcast. In this episode, we’ll cover a wide range of topics, including the impact of AI on semiconductor technology, China’s influence on low-end chips, insights from the latest reporting season, the intersection of semiconductors with electric vehicles and solar energy, and the
Australian treasurer Jim Chalmers has been fortunate to benefit from large tax revenue windfalls from the mining boom driven by China. Despite political concerns about the challenging inflationary environment, Chalmers is making a lot of money. Australia has seen its largest trade boom in over 200 years. Australian treasurer Jim Chalmers has been fortunate to
The AFR reports that demand for homes priced under $800,000 is expected to increase in the coming months as investors and first-home buyers return to the market and compete for affordable stock. CoreLogic research director Tim Lawless said stronger-than-expected house price growth in the past 15 months and expectations of further capital gains were enticing
Last year, Treasurer Jim Chalmers presided over the biggest decline in real per capita household disposable income in the world, with Australian household incomes plunging by 6%: Now Jim Chalmers is promising better days ahead for Australian households, with new Treasury modelling suggesting that real household incomes will climb by at least $2800 next financial
Rebar futures and SGX began May in the usual way: Likewise, Dalian for iron ore and coking coal: Expect weak pricing for the next six weeks as southern Chinese rains inhibit construction, For those hoping for more property stimulus, here is Goldman: Since its re-introduction in late 2023, the PBOC’s Pledged Supplementary Lending (PSL) program
I noted last month how the composition and quality of Australia’s international student intake have dramatically changed over the past decade. In January 2005, there were 173,787 overseas students studying in Australia. As shown in the chart below, China (40,952) dominated enrolments, with India (14,362) in a distant second position. Nine years later, in 2014,
Let me summarise Resource Minister Mad King’s vision for gas for everything: Australia’s future gas strategy aims to support energy reliability, manufacturing, and industry, as well as tens of thousands of jobs in the manufacturing sector. The strategy outlines core principles, including managing gas emissions, ensuring affordability, and balancing competing demands. Australia is committed to
Another mixed night of risk taking with European shares still lifting while Wall Street is struggling to put on gains as concerns about the trajectory of the Fed overshadow the complex. The USD is now starting to firm against the currency majors with Euro pulling back further alongside Yen with the Australian dollar also failing
The Australian’s Judith Sloan has backed former Australian Treasury official Stephen Anthony’s prediction that Victoria now may require a bailout from the federal government. The Victorian Budget forecasts net debt of $188 billion by 2027-28, up from $115 billion in 2022-23: That means that each Victorian resident would owe $25,300 per head in state debt
Long-term failed Victorian Treasure Tim “Ponzi” Pallas rolls out an effigy of himself (lest somebody set it on fire) and presses play on a recorded budget message unchanged in years. In his address to the Melbourne Press Club and the Victorian Chamber of Commerce and Industry’s post-budget lunch, the state treasurer continued to emphasise that