Search results

There are many people who believe it is the housing cycle which pushes the economic cycle though not vice versa. I imagine this is why governments not just in Australia fund stimulous in housing. It does not appear as productive as say funding new dams, bridges, ports and the like but it has a...

You are talking about a second order movement v a first order though. i.e. total stock may increase by 2% one year and then 4% the next, this is represented as a 100% increase in the increase in stock but still only a 4% increase in stock. Nonetheless something is happening to total demand...

I don't think you can assume that China will stop growing any time soon. Growth in a developing country can be sustained for decades. This however does not mean the minerals cycle will not roll over in the next few years. The minerals cycle however will rollover, this is a sure thing. It...