22 Nov 2019
Arun Navaratna & Khoon Goh
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Senior Economist & Head of Asia Research, ANZ
Urbanisation in the Greater Mekong region could drive significant productivity gains and strong economic growth in the medium term - even more than forecast.
21 Nov 2019
Mark Bennett & Madeleine Swan
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Head of Agribusiness & Associate Director Agri Research, ANZ
Will Australia’s agri industry reach its ambitious target of $A100 billion by 2030? Delve into the details in this two-part series.
20 Nov 2019
Cherelle Murphy
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Senior Economist, ANZ
The ANZ Stateometer showed economies turned in many of Australia's states and territories in the September quarter, marking a positive – albeit mild – change.
19 Nov 2019
Caryn Kakas
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Head of Housing Strategy, ANZ
Supply and creation of affordable housing has financial, social and economic benefits for communities, says Housing Minister.
15 Nov 2019
Richard Yetsenga
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ANZ chief economist
As monetary policy’s impact on credit diminishes, secular stagnation is beginning to take hold.
13 Nov 2019
Andrew Cornell
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Managing Editor, bluenotes
The major Australian banks have reported their full-year results. The outcomes were grim, the future a challenge.
13 Nov 2019
Tim Lawless
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Head of APAC Research, CoreLogic
New data show housing affordability has peaked across a number of regions in Australia.
12 Nov 2019
Adelaide Timbrell, Hayden Dimes & David Plank
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Economists & Head of Australian Economics, ANZ
Tourism spending in Australia, particularly from Asia, is continuing to grow - even outpacing some resource exports.
11 Nov 2019
Caryn Kakas
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Head of Housing Strategy, ANZ
Investing in social bonds creates a positive impact for communities and has a commercial return.
08 Nov 2019
Tom Kenny
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Senior International Economist, ANZ
Japan’s demographic challenges are impacting growth. Can automation and AI help drive improved long-term productivity?
07 Nov 2019
Richard Yetsenga
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ANZ chief economist
Value chains and business models in Asia are being adjusted in the wake of changes to the global trade environment, says ANZ Chief Economist.
06 Nov 2019
Glen Fisher
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Associate Director for Health, ANZ
Older insured Australians are using more health services and make-up an increasing share of hospital episodes and benefits paid.
04 Nov 2019
Daniel Hynes, Catherine Birch & Jasmine Kaur
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Senior Commodities Strategist & Senior Economists, ANZ
Australia’s mining industry has faced momentous changes over the last decade. Will a shift to renewable technologies help drive demand?
21 Oct 2019
Miles Workman
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Senior NZ Economist, ANZ
The outlook for the Kiwi economy is for growth to slow a little further, but remain on course overall.
18 Oct 2019
Catherine Birch
|
Senior Economist, ANZ
Major project investment in the non-residential building sector is historically high after a surge in 2018-19.
15 Oct 2019
Shayne Elliott
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Chief Executive Officer, ANZ
ANZ CEO & Olam’s Prakash Jhanwer chat about Vietnam’s development and the role of purpose and social responsibility.
14 Oct 2019
Greg Earl
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Writer, editor and consultant
Although the spotlight is firmly fixed on the US and China, other players are starting to receive attention in global trade.
09 Oct 2019
Farhan Faruqui
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Group Executive International, ANZ
The evolution of the Chongqing municipality will serve as an effective blueprint for future trade in China.
08 Oct 2019
Felicity Emmett
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Head of Australian Economics, ANZ
Confidence in the residential property market has rebounded sharply, a positive sign for sellers.
07 Oct 2019
Steve Radeski & Cherelle Murphy
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State Agribusiness Manager, SA & Senior Economist, ANZ
Australia’s driest state has endured ups and downs but the agri industry and broader economy are heading north.
03 Oct 2019
Cherelle Murphy
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Senior Economist, ANZ
In a climate of climate action demands, renewable energy continues to make a mark on investment and prices.
01 Oct 2019
Catherine Birch
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Senior Economist, ANZ
Capital expenditure from public-backed major projects is expected to fall before the next wave of projects begins.
30 Sep 2019
James Culham
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Director, Institutional Portfolio Management, ANZ
As the Australian economy ponders the impact of zero - or negative - interest rates, can the answer be found in corn?
24 Sep 2019
Richard Yetsenga
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ANZ chief economist
The impact of climate change on global economies is reaching boiling point.
20 Sep 2019
Miles Workman
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Senior NZ Economist, ANZ
More than 78 per cent of NZ’s land mass has no one living on it but is this really contributing to housing issues?
18 Sep 2019
Mark Evans
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Managing Director Transaction Banking, ANZ
Banks don’t look - or function - the way they did a century ago. And they won’t be the same in the next century. Or the next decade…
18 Sep 2019
Andrew Cornell
|
Managing Editor, bluenotes
As interest rates continue to drop, global economies must prepare for a new era of monetary policy and business risk.
16 Sep 2019
Tim Suffield
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Director Client Insights & Solutions, ANZ Institutional
Not all private schools are alike. Some are increasingly doing it tough as emerging forces pull the sector in different directions.
12 Sep 2019
David Jacobs
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CEO, Australia Japan Business Co-operation Committee
Mature Japanese investors are looking Down Under for opportunities to grow their sales network and gain know-how.
11 Sep 2019
Felix Sekulla
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State Director Health Queensland, Commercial Banking, ANZ
China has a massive population and rudimentary healthcare system. One tech company is using artificial intelligence to combat rising healthcare challenges like cancer and other diseases.
10 Sep 2019
Shane White
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Content Manager - Institutional, ANZ
The banking industry can thank fintechs for helping them refocus on the customer, say three ANZ experts.
09 Sep 2019
Alan Mitchell
|
Former AFR Economics Editor
According to the headlines, Australia’s economy is despairing. But is it all as bad as it seems?
30 Aug 2019
Jennifer Kusuma
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Senior Asia Rates Strategist, Institutional, ANZ
Indonesia’s economy is poised for a much-needed leap in growth – and the stakes have never been higher.
28 Aug 2019
Susan Kilsby & Sharon Zollner
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NZ Agriculture Economist and NZ Chief Economist at ANZ
Adverse climate conditions have impacted a number of NZ’s wine growing regions, says ANZ Research.
27 Aug 2019
David Plank
|
Head of Australian Economics at ANZ
Auction clearance rates are starting to rise in Sydney and Melbourne but that might not mean the housing recovery is enduring.
26 Aug 2019
Mike Ebstein
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Director, MWE Consulting
Credit cards in Australia have changed a lot since they were first introduced 45 years ago.
23 Aug 2019
Daniel Gradwell
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Associate Director - Property, ANZ
Historically low interest rates are the catalyst for a drop in a number of key economic indicators.
21 Aug 2019
Andrew Cornell
|
Managing Editor, bluenotes
Although bank profits might not be a crowd favourite, they’re necessary - and good - for the economy. So say the regulators.
20 Aug 2019
Cherelle Murphy
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Senior Economist, ANZ
As the resources states showed mild business sector improvement most other states continued to grow below trend as impacts from housing softness continue.
19 Aug 2019
Nick Henderson & Drew Waters
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Director & Head of Partnerships and Development , Asialink Business
With protests a daily headline, Hong Kong insiders stress in the long term the city and its region are open and ready for business.
12 Aug 2019
Khoon Goh
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Head of Asia Research, ANZ
Economic reforms in Vietnam have set it on the road to upper middle-income status.
08 Aug 2019
Isaac Rankin
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Managing Director - Commercial, ANZ
Although not always easy, major benefits exist for businesses which expand into Asia.
06 Aug 2019
Catherine Birch
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Senior Economist, ANZ
A puzzle is emerging in labour market data as job advertisements and vacancies, traditionally linked, have diverged.
02 Aug 2019
Hayden Dimes, Bansi Madhavani & David Plank
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Economists and Head of Australian Economics, ANZ
Although the number of international students from China will continue to grow, Australia will also host more from other emerging nations.
01 Aug 2019
Michael Whitehead & Viveka Manikonda
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Head of Agri Insights and Senior Associate, Institutional at ANZ
The outlook is positive for Australia’s grains and oilseed sector, with added benefits for trading companies.
30 Jul 2019
Catherine Birch & Adelaide Timbrell
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Senior Economist & Economist, ANZ
As water and energy use in Australia continue to rise, efficiency gains by households and industry aren’t enough.
29 Jul 2019
Richard Yetsenga
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ANZ chief economist
Strong reform mandates set by the Indian government should lead to positive long-term growth for the nation.
23 Jul 2019
Steve Worthington
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Professor at Swinburne University
Don’t toll the bell just yet - cash and cheques have peculiar attractions in even the most modern economies.
18 Jul 2019
Adelaide Timbrell & Felicity Emmett
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Economist & Senior Economist, ANZ
Policy easing and changes to interest rates and assessment requirements are lifting Australia’s property sentiment.
17 Jul 2019
Sandeep Parekh
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ANZ Foreign Exchange/Rates Strategist
Cause for concern or false alarm? The NZ yield curve frequently inverts - but lacks the recession-predicting ability of its US counterpart.
12 Jul 2019
Stuart Fuller
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Head of Law, KPMG & Board Member, Asia Society Australia
The traditional concepts of infrastructure - or investment - are being strained by technology and innovation.
09 Jul 2019
Jason Murphy
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Publisher, Thomas the Think Engine
Incentivising negative behaviour (or the absence of positive incentives) can lead to disastrous outcomes, says author Jason Murphy.
02 Jul 2019
Cherelle Murphy & Bansi Madhavani
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Senior Economist & Economist, ANZ
Although Australians are living longer, their overall health isn’t so great and that’s weighing down the healthcare industry.
01 Jul 2019
Hayden Dimes & David Plank
|
Economist & Head of Australian Economics, ANZ
The US-China trade war is opening up a hole in Australia’s GDP – and sinking hopes for a surplus.
28 Jun 2019
Sam Stewart & Jane Danziger
|
Global Head of Retail Banking & Head of GAMMA and Marketing, Sales & Pricing Practice at BCG
Satisfaction, trust and personalisation are just some of the customer expectations large institutions must provide to win in the future.
25 Jun 2019
David Lawson
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Consul-General & Senior Trade Commissioner, Australian Consulate-General Osaka
Upcoming summits and expos will showcase Japan’s transformation and opportunities for business.
21 Jun 2019
Richard Yetsenga & Felicity Emmett
|
Chief Economist and Senior Economist at ANZ
The Australian housing market may be starting to improve but not as dramatically as expected.
18 Jun 2019
Susan Kilsby & Sharon Zollner
|
NZ Agriculture Economist and NZ Chief Economist at ANZ
With almost half of New Zealand’s carbon emissions coming from agri, can forestry help the nation meet its climate change goals?
17 Jun 2019
Daniel Gradwell
|
Associate Director - Property, ANZ
Long-term outlooks and diversification are helping China stay on top of residential development.
14 Jun 2019
Melissa Conley Tyler
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Director of Diplomacy, Asialink
Free trade agreements can sometimes cause more trouble than their worth but one cross-region pact is doing surprisingly well.
12 Jun 2019
Tony Walker
|
Author and Political Analyst
Ahead of the next G20 Summit in Osaka, Australia must surely navigate the testy relationship between the US and China.
11 Jun 2019
Richard Yetsenga
|
ANZ chief economist
China’s private sector is facing a make-or-break scenario as the region’s access to credit hangs in the balance.
06 Jun 2019
Melissa Currie
|
Visual Production Editor, bluenotes
With housing affordability the best since 2016, for many Australians owning their own home could be back within reach.
04 Jun 2019
Cherelle Murphy
|
Senior Economist, ANZ
Tasmanians are enjoying robust economic conditions but housing and employment remain a concern according to ANZ Research.
31 May 2019
Miles Workman
|
Senior NZ Economist, ANZ
New Zealand’s 2019-20 Budget increases Government spending supported by an optimistic economic outlook from the Treasury.
29 May 2019
Cherelle Murphy & Jack Chambers
|
Senior Economist & Market Economist, ANZ
It was a case of the tortoise and hares in the latest ANZ Stateometer. The slow and steady South Australia won the race.
24 May 2019
Miles Workman
|
Senior NZ Economist, ANZ
The New Zealand Government’s books are in good shape ahead of the 2019-20 Budget and Treasury forecasts should show this persisting.
14 May 2019
Adelaide Timbrell & David Plank
|
Economist & Head of Aus Economics, ANZ
Australian households are moving their spending away from retail to other goods and services, says ANZ Research.
10 May 2019
Shane White
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Content Manager - Institutional, ANZ
Increasing productivity returns and solving big problems are just some of the benefits of machine-learning algorithms.
26 Apr 2019
Steve Worthington
|
Professor at Swinburne University
Regulation around surcharging keeps changing and has become more confusing for retailers and consumers alike.
24 Apr 2019
Richard Yetsenga
|
ANZ chief economist
Assessments of the US yield curve risk being too dogmatic, says ANZ Chief Economist.
18 Apr 2019
Mark Skulley
|
Freelance journalist
Escalating US-China tensions have led to a new type of cold war, according to a leading Japanese academic.
16 Apr 2019
Tony Walker
|
Author and Political Analyst
Asian economies are continuing to accelerate. So is Australia becoming an accidental geographic beneficiary?
15 Apr 2019
Shane White
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Content Manager - Institutional, ANZ
ANZ’s Farhan Faruqui outlines the bank’s plans in an Asian region still brimming with opportunity for business.
05 Apr 2019
David Plank
|
Head of Australian Economics at ANZ
Some were disappointed with the 2019-20 Australian Federal Budget, does this simply reflect the focus on tax cuts?
03 Apr 2019
bluenotes contributors
|
bluenotes presents comprehensive coverage of the 2019-20 Australian Federal Budget.
03 Apr 2019
Cherelle Murphy
|
Senior Economist, ANZ
As expected, cuts to personal income taxes and big infrastructure spending dominated the 2019-20 Australian Federal Budget.
03 Apr 2019
Richard Yetsenga
|
ANZ chief economist
Structural changes occurring in Australia are starting to impact the budget more forcefully, particularly demographic changes.
03 Apr 2019
David Plank
|
Head of Australian Economics at ANZ
Tax, outlook, health, infrastructure, the key numbers of Federal Budget in pictures.
03 Apr 2019
Isaac Rankin
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Managing Director - Commercial, ANZ
Tax write-offs and funding for apprenticeships are some of the promises for SMEs from the 2019-20 Australian Federal Budget.
28 Mar 2019
Cherelle Murphy
|
Senior Economist, ANZ
Personal income tax cuts and new infrastructure spending set to be announced in the 2019-20 Australian Federal Budget.
12 Mar 2019
Raymond Yeung
|
Chief Economist Greater China, ANZ
China’s trade war with the US has highlighted areas of improvement for its future economy.
05 Mar 2019
Cherelle Murphy & Jack Chambers
|
Senior Economist & Market Economist, ANZ
Softening economic momentum suggests credit tightness is beginning to hit smaller states.
01 Mar 2019
Melissa Currie
|
Visual Production Editor, bluenotes
It seems the world still has a way to go for LGBTIQ+ rights and employment discrimination.
28 Feb 2019
Shane White
|
Content Manager - Institutional, ANZ
Outgoing MP and Former Australian Foreign Minister discusses the importance of strong leadership in times of global upheaval.
26 Feb 2019
Mark Rider
|
Chief Investment Officer, ANZ Wealth
Sharemarkets may have rebounded early but the market volatility of 2018 is expected to continue this year.
25 Feb 2019
David Plank & Bansi Madhavani
|
Head of Australian Economics & Economist, ANZ
People often think the economy slows as elections get close - the reality is more complicated.
14 Feb 2019
Khoon Goh
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Head of Asia Research, ANZ
Concern about Asia’s economy is growing but positive signs exist.
05 Feb 2019
Irene Cheung & Raymond Yeung
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Senior Strategist, Asia & Chief Economist, Greater China, ANZ
China manufacturing is as weak as it has been for years. How will the rest of Asia hold up?
29 Jan 2019
Luke Hunt
|
Journalist & Asian correspondent
Further liberalisation is needed within the ASEAN Economic Community for future growth.
24 Jan 2019
Sharon Zollner
|
Chief Economist New Zealand, ANZ
Trucks and cars can tell you a lot about the economy – and NZ might be losing some grunt.
14 Jan 2019
David Plank
|
Head of Australian Economics at ANZ
The latest ANZ-Property Council data shows confidence is now at its lowest level since the survey commenced in 2011.
10 Jan 2019
Sanjay Mathur
|
Chief Economist Southeast Asia & India, ANZ
The scope for further shocks to financial markets hitting Asia’s economic bottom line has shrunk.
14 Dec 2018
Peter Thomas
|
State Director, Property – Business & Private Banking, ANZ
Innovative property models like B2R could change the market – if the word gets out.
12 Dec 2018
Jo Masters & Richard Yetsenga
|
Former Senior Economist & Chief Economist, ANZ
Both of the key drivers of house prices have now pretty much hit their limits.
07 Dec 2018
Tony Walker
|
Author and Political Analyst
The dust has settled on a melodramatic G20 summit in Buenos Aires with trade and tariffs hitting a speed bump.
05 Dec 2018
Greg Earl
|
Writer, editor and consultant
It's not just China. South east Asia’s growth is becoming impossible to ignore and it’s happening at Australia’s front door.
30 Nov 2018
Richard Yetsenga
|
ANZ chief economist
The US-China relationship (or lack thereof) continues to make headlines with trade and tariffs a key focus.
28 Nov 2018
Andrew Cornell
|
Managing Editor, bluenotes
ESM Goh Chok Tong chats about Trump, the kind of China the world wants to see and Singapore’s next PM.
27 Nov 2018
Mark Evans
|
Managing Director Transaction Banking, ANZ
Businesses can’t access the capital they need to grow. Here’s why – and what can be done to solve the problem.
26 Nov 2018
Nick Easingwood & Mark Baker
|
Director – Project and Export Finance & MD PNG, ANZ
New international partnership hopes to assist in developing a reliable energy supply for Papua New Guinea.
21 Nov 2018
Cherelle Murphy & Jack Chambers
|
Senior Economist & Market Economist, ANZ
Continued weakness in Australia’s residential property markets helped dampen economic growth in the September quarter.
14 Nov 2018
Emeritus Senior Minister Goh Chok Tong
|
Former Prime Minister of Singapore
The question is no longer if China & the US will collide - but when and what form it will take.
13 Nov 2018
Mark Rider & Shane Lee
|
Chief Investment Officer & Asset Allocation Strategist at ANZ
Complications mean the implications of this result will be felt well into the long term.
09 Nov 2018
Daniel Gradwell & Brad Williamson
|
Senior Economist & State Director, Property – Business & Private Banking, ANZ
Property sentiment is tanking – but look outside NSW & Victoria and the story is a little different.
07 Nov 2018
Tony Walker
|
Author and Political Analyst
The intangibles of an agreement drawing Australia and its neighbours closer may prove the biggest benefit.
29 Oct 2018
Richard Yetsenga
|
ANZ chief economist
Australia is exposed to China but not singularly exposed.
19 Oct 2018
Khoon Goh
|
Head of Asia Research, ANZ
The scale of the ASEAN opportunity is still often underestimated by Australian business.
12 Oct 2018
Mark Hand
|
Group Executive, Australia Business and Private Bank, ANZ
Australian health snack brand Slim Secrets made it big by helping Chinese consumers stay small.
11 Oct 2018
Daniel Gradwell
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Associate Director - Property, ANZ
Sentiment in the residential property segment has fallen to the lowest level since 2012.
11 Oct 2018
Tony Walker
|
Author and Political Analyst
The US-China trade war will not be good for Australia – particularly the agribusiness sector.
10 Oct 2018
Farhan Faruqui
|
Group Executive International, ANZ
The rapidly evolving financial landscape is ensuring the shift from operational treasury to strategic treasury is virtually complete.
04 Oct 2018
Liz Kendall
|
Senior New Zealand Economist at ANZ
Since 2008, household debt in NZ has remained elevated. But households have been building their equity buffers.
04 Oct 2018
Daniel Gradwell and Joanne Masters
|
Senior Economists at ANZ Research
Housing work under construction will support the market in the near term but the outlook for 2020 is darker.
04 Oct 2018
Joanne Masters & Richard Yetsenga
|
Senior Economist & Chief Economist, ANZ
Improving housing affordability is important but not everyone will (or should) own a home. Choice is an overlooked factor in the debate.
02 Oct 2018
Tony Field
|
bluenotes contributor
NZ businesses are being urged to invest in innovation to boost their productivity.
02 Oct 2018
Brett Stevens
|
Commissioner for Victoria to Southeast Asia
Malaysia’s political shakeup highlights Southeast Asia infrastructure opportunities.
02 Oct 2018
Daniel Gradwell and Joanne Masters
|
Senior Economists at ANZ Research
It’s tough out there but the outlook for eventual stabilisation remains on track, ANZ Research suggests.
01 Oct 2018
Nick Henderson
|
Director, Asialink Business’ China Practice
China’s second-tier urban centres may be ‘smaller’ by China’s standards but have markets larger than some countries.
24 Sep 2018
Kevin Davis & Rodney Maddock
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Professors, Australian Centre for Financial Studies, Monash University
The unintended consequences of bank regulation unnecessarily short-changes super savers – but there’s a relatively low-cost fix.
21 Sep 2018
Farhan Faruqui
|
Group Executive International, ANZ
Globalisation and changing demographics are fundamentally transforming the structure of trade.
19 Sep 2018
Andrew Cornell
|
Managing Editor, bluenotes
The global economy survived a crisis, Australia dodged a recession, Wall St bankers were bailed out. Not everyone was happy with the response but what else should have been done?
13 Sep 2018
Daniel Gradwell
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Associate Director - Property, ANZ
Australia’s $120bn in construction projects a boon for the economy but rising cost pressures a real risk.
12 Sep 2018
Kishti Sen & Tom Kenny
|
International Economist & Senior International Economist, ANZ
Pacific region set to catch spillover from prosperous Asia; foreign aid, exports & remittances key growth drivers.
12 Sep 2018
Andrew Cornell
|
Managing Editor, bluenotes
The Australian financial system endured the GFC as well as any in the world. What happened?
11 Sep 2018
Antony Buick-Constable
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Acting CEO, New Zealand Bankers’ Association
Far from stepping back banks are backing the construction industry during the building boom.
10 Sep 2018
Tony Walker
|
Author and Political Analyst
Whatever happened to America’s turn toward the Asia Pacific?
05 Sep 2018
Richard Yetsenga & Sanjay Mathur
|
Chief Economist & Chief Economist, SE Asia & India, ANZ
India’s troubles shall pass – but don’t assume lending will return with vigour in quick succession.
27 Aug 2018
Elizabeth Kendall
|
Senior Economist, ANZ NZ
Are New Zealand’s ongoing high prices in the housing market harming productivity?
27 Aug 2018
Khoon Goh
|
Head of Asia Research, ANZ
Positive growth outlook for Vietnam as it continues to attract inward foreign direct investment.
24 Aug 2018
Felicity Emmett
|
Head of Australian Economics, ANZ
Australian farmers are currently experiencing the most serious drought since 2003 and it’s beginning to impact GDP.
23 Aug 2018
Daniel Gradwell
|
Associate Director - Property, ANZ
Australia’s population has just tipped 25 million – so what does this mean for the housing market?
23 Aug 2018
Cherelle Murphy & Jack Chambers
|
Senior Economist & Market Economist, ANZ
The economy’s momentum slowed into Autumn and Winter this quarter, data shows.
21 Aug 2018
Joanne Masters & Richard Yetsenga
|
Senior Economist & Chief Economist, ANZ
The focus of Australia’s national housing market has long been Sydney and Melbourne, but things are playing out differently in Brisbane.
20 Aug 2018
Mark Rider
|
Chief Investment Officer, ANZ Wealth
The rapid growth in debt has now slowed in China. What’s next?
14 Aug 2018
David Oudshoorn
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State Director, Property – Business & Private Banking, ANZ
While the build to rent model has a lot of promise, does it have what it takes to compete with the Australian Dream of owning a home?
13 Aug 2018
Jo Masters, Giulia Lavinia Specchia & David Plank
|
Senior Economist, FX Strategist & Head of Australian Economics, ANZ
The credit squeeze is affecting house prices, but a new indicator from ANZ suggests a stabilisation could be on the way.
10 Aug 2018
Siobhan Enright
|
bluenotes contributor
Māori businesses are booming and there’s a lot to be learnt from them.
10 Aug 2018
Siobhan Enright
|
bluenotes contributor
Kei te puāwai ngā pakihi Māori, ā, he nui ngā akoranga ka puta i a rātau.
10 Aug 2018
Tony Walker
|
Author and Political Analyst
Washington’s ability to enforce its Iranian sanctions regime globally will meet significant resistance.
09 Aug 2018
David Plank
|
Head of Australian Economics at ANZ
The HILDA Survey data casts a light on how Australians are coping - or not coping - with their household and economic situations.
08 Aug 2018
Richard Yetsenga
|
ANZ chief economist
There’s a laundry list of countries hoping Japan has a winning game plan for its ageing population.
07 Aug 2018
Tim Suffield & Graham Kerr
|
Associate Director, Client Insights and Solutions & State Director, Emerging Corporate, ANZ
Is road transport in Australia turning the corner? We take an interactive look at the sector.
06 Aug 2018
Sharon Zollner
|
Chief Economist New Zealand, ANZ
Will falling business confidence derail near-term GDP growth? It depends...
03 Aug 2018
Luke Menzel
|
CEO, Energy Efficiency Council Australia
Gas prices are skyrocketing and gas intensive manufacturers are bearing the brunt. There are ways to take back control – here’s how.
30 Jul 2018
Daniel Hynes
|
Senior Commodity Strategist, ANZ
We’re told trade wars are easy to win but that doesn’t mean there is no collateral damage.
26 Jul 2018
Luke Menzel
|
CEO, Energy Efficiency Council Australia
Two pieces of bad news for Australia in June, one hitting the headlines but the other more worrying for the long term.
20 Jul 2018
Philip Borkin
|
Senior Economist, ANZ
NZ’s latest CPI suggests no rate cuts are around the corner – and so does the Taylor Rule.
17 Jul 2018
Ivy Au Yeung
|
Chief Executive Officer ANZ Hong Kong
China’s greater bay area opens huge opportunities for faster growth in the world’s second-largest economy.
12 Jul 2018
Daniel Gradwell & David Plank
|
Economist & Head of Australian Economics, ANZ
Confidence in Australia’s housing market has fallen sharply according to the newest ANZ-PCA report.
12 Jul 2018
Andrew Cornell
|
Managing Editor, bluenotes
We chat to a panel of experts about the future slate for renewable energy in Australia.
10 Jul 2018
Didier Magloire
|
Global Head of Financial Institutions, Sovereign & Country Risk Management, ANZ
Building a predicative model for football tournament is not hugely different from assessing financial services risk, it turns out.
09 Jul 2018
Tony Walker
|
Author and Political Analyst
It’s undeniable growth will be affected by any disruption to global trade.
09 Jul 2018
Kishti Sen & Tom Kenny
|
International Economist & Senior International Economist, ANZ
Fiji’s latest National Budget has a strong focus on infrastructure spending.
06 Jul 2018
Bianca Hartge-Hazelman
|
Founder, Financy Women’s Index
Lingering debate still exists as to whether the economic progress of women is needed at all. One expert explains why this is plainly wrong.
05 Jul 2018
Jack Chambers & David Plank
|
Economist & Head of Australian Economics, ANZ
Big data is playing an increasing role in economic analysis – but new research suggests robots won’t be replacing economists just yet.
04 Jul 2018
Daniel Gradwell
|
Associate Director - Property, ANZ
Housing prices may be cooling but things may not all be as they seem if you look a little closer.
03 Jul 2018
Alan Mitchell
|
Former AFR Economics Editor
Keep calm as Trump carries on: current uncertainty is a good reminder of the importance of supporting free trade.
29 Jun 2018
Mark Rider
|
Chief Investment Officer, ANZ Wealth
The state of the yield curve is beginning to dominate conversations about the market. Here’s what it means.
28 Jun 2018
Richard Yetsenga
|
ANZ chief economist
As the spotlight falls on the US yield curve, ANZ Research looks at what this means for credit risk.
28 Jun 2018
Elizabeth Kendall
|
Senior Economist, ANZ NZ
Will proposed amendments to NZ’s foreign buyer rules fix the housing problem or create new issues?
27 Jun 2018
Richard Grayson
|
Head of Health, Business and Private Banking, ANZ
Transparency around healthcare prices could have an unintentional effect, expert suggests.
26 Jun 2018
Steve Worthington
|
Professor at Swinburne University
Much has been written about Australia’s move to a cashless society, do the numbers really stack up?
20 Jun 2018
Richard Grayson
|
Head of Health, Business and Private Banking, ANZ
The outlook is good for medical specialists but median hourly earnings are increasing slower than the benchmark.
19 Jun 2018
Andrew Young
|
CEO Timor-Leste, ANZ
Resolution of government impasse paves way for further growth in Pacific-island nation.
19 Jun 2018
Daniel Gradwell and Joanne Masters
|
Senior Economists at ANZ Research
Australia’s housing market has proven less resilient than anticipated, and further price falls are likely.
15 Jun 2018
Kishti Sen & Tom Kenny
|
International Economist & Senior International Economist, ANZ
Despite frequent shocks from natural disasters, Fiji’s economy is continuing to grow.
12 Jun 2018
Mark Rider
|
Chief Investment Officer, ANZ Wealth
ANZ Wealth’s CIO looks at predictions for a volatile market this quarter.
07 Jun 2018
Daniel Hynes & Soni Kumari
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Senior Commodities Analyst & Commodities Strategist, ANZ
China’s green shift keeps driving LNG demand; gold to return as safe haven.
06 Jun 2018
Donna Webster
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Director of Capability Development, Asialink Business
The digital economy is transforming every aspect of social and business life in ASEAN regions.
05 Jun 2018
Miles Workman
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Senior NZ Economist, ANZ
High levels of household debt in NZ are manageable because interest rates are low – for now.
31 May 2018
Daniel Gradwell
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Associate Director - Property, ANZ
Recent data from the FIRB have shifted the discussion on foreign housing demand in Australia. Here’s what’s really going on.
31 May 2018
Miles Workman & Sharon Zollner
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Economist & Chief Economist, ANZ NZ
Are we all just choosing to turn a blind eye on NZ’s unsustainable superannuation system?
30 May 2018
Alan Read
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SA Corporate Agriculture Director, ANZ
We chat with a panel of experts on the impact of South Australia’s state budget on business conditions in the region.
25 May 2018
Raymond Yeung & Kaushik Baidya
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Chief Economist Greater China & Economist, ANZ
ZTE incident will surely spur China’s domestic chip production and R&D activity.
23 May 2018
Cherelle Murphy & Jack Chambers
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Senior Economist & Market Economist, ANZ
Growth in NSW decelerates and population stats point to house prices; Vic, SA and Qld accelerate.
18 May 2018
Richard Yetsenga
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ANZ chief economist
Missing from the 2018 budget was an overall sense of narrative – something the country will need amid coming uncertainty.
17 May 2018
Miles Workman & Sharon Zollner
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Economist & Chief Economist, ANZ NZ
Prudent pragmatism is the order of the day in New Zealand.
14 May 2018
Richard Grayson
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Head of Health, Business and Private Banking, ANZ
Australia’s federal government has unveiled a suite of budget measures which should help ease the transition to an ageing population.
10 May 2018
Shane White
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Content Manager - Institutional, ANZ
We share a brief look at the biggest themes on Twitter from #Budget2018.
09 May 2018
Joanne Masters
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Former Senior Economist, ANZ
We’ve broken down the budget into an easily digestible visual format.
09 May 2018
Guy Mendelson
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Portfolio Lead - Business Owners, ANZ
More support, opportunities and relief highlight the benefits for Australian small-business owners from the 2018 budget.
09 May 2018
Shane White
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Content Manager - Institutional, ANZ
See what some of Australia’s most-respected commentators said on Twitter in the aftermath of #Budget2018.
09 May 2018
Richard Yetsenga
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ANZ chief economist
Australia’s better-than-expected tax revenues haven’t failed to disappoint, ANZ’s Chief Economist says on video.
09 May 2018
Cherelle Murphy & Jack Chambers
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Senior Economist & Market Economist, ANZ
This year’s budget has some for the household wallet, some for health and some for the government’s piggy bank.
08 May 2018
bluenotes contributors
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bluenotes presents comprehensive coverage of the 2018-19 Australian federal budget.
08 May 2018
Sharon Zollner
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Chief Economist New Zealand, ANZ
New Zealand faces many challenges to ensure they reach their emissions targets by 2050.
07 May 2018
Betty Wang & Raymond Yeung
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Senior China Economist & Chief Economist Greater China, ANZ
The Guangdong-Hong Kong-Macao Greater Bay Area is a recipe for China’s global integration plan.
03 May 2018
Gareth Arbuthnot
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State Manager Business Banking Vic/Tas, ANZ
Tasmania’s economic situation is solid – and with the right decisions there could be further good news ahead.
30 Apr 2018
Cherelle Murphy
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Senior Economist, ANZ
Expect a smaller underlying cash deficit for 2017-18 than previously projected.
25 Apr 2018
Andrew Cornell
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Managing Editor, bluenotes
Eminent Singaporean George Yeo shares his insights and comparatively dovish view on China’s rise.
25 Apr 2018
Andrew Cornell
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Managing Editor, bluenotes
George Yeo sits down with bluenotes to Chat about the geopolitical disruption of China.
20 Apr 2018
Richard Yetsenga
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ANZ chief economist
Technology is challenging the economic order far more than China ever did.
20 Apr 2018
Dr Kishti Sen
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International economist, ANZ
Short-term growth in the Pacific nation will remain subdued but longer-term prospects are more encouraging.
18 Apr 2018
Jack Chambers & Jo Masters
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Economist & Senior Economist, ANZ
Shifting RBA rate expectations have not materially changed the outlook for house price growth.
13 Apr 2018
Jason Aravanis
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Senior Industry Analyst, IBISWorld
Australian companies are increasingly looking to international markets for revenue.
11 Apr 2018
Betty Wang
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Senior China Economist, ANZ
New Governor of People’s Bank of China lays out timelines for country’s economic reforms.
10 Apr 2018
David Plank & Joanne Masters
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Head of Australian Economics & Senior Economist, ANZ
As the housing credit impulse turns up, ANZ Research sees the market in recovery mode by the second half of 2018.
09 Apr 2018
Eugenia Victorino
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Economist, ANZ
A demographic transition is under way in Emerging Asia, what will this mean for growth?
03 Apr 2018
Raymond Yeung
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Chief Economist Greater China, ANZ
Is Hong Kong starting to lose its edge in merchandise trade?
27 Mar 2018
Mark Whelan
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Group Executive Institutional, ANZ
Agri growth in ASEAN is poised to follow the China blueprint – and Australian exporters can take advantage.
22 Mar 2018
Shane White
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Content Manager - Institutional, ANZ
Australia’s syndicated loan market will keep expanding – with non-banks a key driver.
22 Mar 2018
Khoon Goh
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Head of Asia Research, ANZ
A stronger growth forecast in Singapore is due to two key domestic drivers of growth, says ANZ’s Head of Asia Research.
20 Mar 2018
Elizabeth Rudall
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bluenotes contributor
Survey shows growing commitment to boost trade and investment in Southeast Asia.
19 Mar 2018
Alan Mitchell
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Former AFR Economics Editor
Donald Trump believes his tariffs will be good for the American economy but history shows otherwise.
19 Mar 2018
Tony Walker
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Author and Political Analyst
A weakening of the WTO’s authority has the potential to upset a delicate global trading balance amid a mercantilist China’s rise.
19 Mar 2018
Jean-Paul Pelosi
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Freelance journalist
There’s a gap between Sydney’s desire to be a global centre and its physical shape. What needs to change?
16 Mar 2018
David Green
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CEO Singapore and Head of South East Asia, India & Middle East, ANZ
Singapore’s historic role in the ASEAN region continues to become even more significant.
15 Mar 2018
Mark Whelan
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Group Executive Institutional, ANZ
We bring you views and insights on what lies ahead for the ASEAN-Australian Special Summit.
15 Mar 2018
Mark Whelan
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Group Executive Institutional, ANZ
The importance of the growing economic scale of ASEAN cannot be underestimated.
15 Mar 2018
Megan Mulia
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Director Research and Information, Asialink Business
Over 2,500 organisations and individuals were asked about changes in ASEAN for Aussie businesses – here’s what they said.
15 Mar 2018
Michael Whitehead
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Director Industry Insights and Agribusiness, ANZ
Research by ANZ shows trade in agri consumption products with ASEAN regions is peaking.
13 Mar 2018
Khoon Goh
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Head of Asia Research, ANZ
ANZ’s Head of Asia Research discusses the need for Australia’s trade and investment engagement with ASEAN to diversify.
09 Mar 2018
Shane White
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Content Manager - Institutional, ANZ
China’s bond-buying splurge across the Asia Pacific looks set to continue, expert says.
09 Mar 2018
Richard Yetsenga
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ANZ chief economist
The US is caught in a pincer movement of its own making on trade.
05 Mar 2018
Shane White
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Content Manager - Institutional, ANZ
Telstra Group treasurer says flow of liquidity out of Asia into $A bonds will likely continue.
28 Feb 2018
Philip Borkin
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Senior Economist, ANZ
Sure, the figures looked bad but the latest productivity snapshot for New Zealand is a little more promising. More please.
27 Feb 2018
Khoon Goh
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Head of Asia Research, ANZ
City nation set to raise GST rate in order to stave off ageing population issues.
23 Feb 2018
Jason Murphy
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Publisher, Thomas the Think Engine
The Winter Games are wrapping up in Pyeongchang but the economic impact – whichever way it goes – will last for some time.
21 Feb 2018
Cherelle Murphy
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Senior Economist, ANZ
Differences faded across Australia’s states and territories in December quarter, reading shows.
12 Feb 2018
Raymond Yeung & Kaushik Baidya
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Chief Economist Greater China & Economist, ANZ
The domestic Chinese environment is becoming less supportive of low-risk investments.
08 Feb 2018
Tony Walker
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Author and Political Analyst
US involvement in the new TPP would not be simple given the remaining participants have re-negotiated its terms.
08 Feb 2018
Mark Rider
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Chief Investment Officer, ANZ Wealth
Crashes aside, don’t expect a repeat of the double-digit market returns of 2017.
05 Feb 2018
Sharon Zollner
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Chief Economist New Zealand, ANZ
The abrupt moderation in NZ housing suggests the economy is about to screech to a halt –but this time it’s different.
31 Jan 2018
Philipp Ivanov
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Chief Executive Officer, Asia Society Australia
The TPP lives again but policymakers have much to do to repair the good name of trade.
22 Jan 2018
Shane White & Jemma Wight
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Senior production editor & production editor, bluenotes
What lies ahead for the property market? Forecasts are mixed.
22 Jan 2018
Dr Lauren Johnston
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McKenzie Postdoctoral Fellow at the Melbourne Institute, University of Melbourne
The new economic era in China is well underway and its impacts are being felt widely.
18 Jan 2018
Richard Yetsenga
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ANZ chief economist
Let’s welcome the global recovery and take advantage of it - but the chances of further improvement are minor.
11 Jan 2018
Richard Yetsenga
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ANZ chief economist
India’s rise is too often compared to those which came before it, rather than on its own merits.
10 Jan 2018
Jack Chambers & David Plank
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Economist & Head of Australian Economics, ANZ
New ANZ Research model suggests dwelling price growth will slow but stay positive for 2018.
09 Jan 2018
Uenishi Hideo
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Head of Retail and Wealth Japan, ANZ
Japan’s economy may finally be on a sustainable rise – but the country still needs to diversify its asset allocation.
08 Jan 2018
Ronny FRM
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Director Loan Syndications & Specialised Finance, PT Bank, ANZ Indonesia
A look at Indonesia’s broader economy reveals room for improvement across GDP.
13 Dec 2017
Trends which have driven record-breaking growth in $US bonds in the region are set to continue into 2018.
08 Dec 2017
Richard Yetsenga
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ANZ chief economist
Growth has strengthened in 2017 but we expect some moderation throughout the New Year.
07 Dec 2017
Daniel Gradwell
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Associate Director - Property, ANZ
Foreign property buying in Australia has not been the main cause of rapid price growth.
07 Dec 2017
Tony Walker
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Author and Political Analyst
Australia’s Foreign Policy White Paper makes progress in coming to terms with the new geopolitical reality.
06 Dec 2017
Andrew Cornell
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Managing Editor, bluenotes
Japan may not be the highest-profile fintech market in the world but it is a particularly interesting one.
05 Dec 2017
Mike Ebstein
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Director, MWE Consulting
We look at what the data says about the upcoming peak retail season.
04 Dec 2017
Alan Mitchell
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Former AFR Economics Editor
Labour productivity is in the doldrums and an uncomfortable future is lapping at our feet.
28 Nov 2017
Mark Rider
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Chief Investment Officer, ANZ Wealth
Australian shares continue to underperform and company earnings may be to blame.
22 Nov 2017
Cherelle Murphy
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Senior Economist, ANZ
Strength in labour market, recovery in mining states sees convergence in ANZ Stateometer.
22 Nov 2017
Andrew Cornell
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Managing Editor, bluenotes
The opportunity for corporate Australia and Japan to cooperate in third countries is large.
15 Nov 2017
Andrew Cornell
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Managing Editor, bluenotes
There’s always talk of failures in China, but the data suggest its appetite for foreign business will only grow – and quickly.
15 Nov 2017
Khoon Goh
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Head of Asia Research, ANZ
A long-awaited pick-up in business investment should sustain Singapore’s export momentum into 2018.
14 Nov 2017
Damien Klassen
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Head of Investments at Nucleus Wealth
The long-term trends which carried markets over the last 50 years are ending.
13 Nov 2017
Philipp Ivanov
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Chief Executive Officer, Asia Society Australia
Can China effectively pursue a political tightening agenda while implementing ambitious reform?
09 Nov 2017
David Plank
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Head of Australian Economics at ANZ
Ultimately, higher interest rates will be required to bring household debt growth in line with income growth.
08 Nov 2017
Tony Walker
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Author and Political Analyst
November’s APEC forum will be the first featuring an American President seemingly out of step with its founding principles.
23 Oct 2017
Damien Klassen
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Head of Investments at Nucleus Wealth
A look at the relentless demographic and structural undercurrents which will drive markets in the future.
20 Oct 2017
Dr Wesley McClendon
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Global HR executive, thought leader and executive director, McClendon Research Group, Inc (MRG)
The war for talent isn’t over- the talented have just left the building.
19 Oct 2017
Mark Hand
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Group Executive, Australia Business and Private Bank, ANZ
The size of the Asian opportunity for Australian businesses has doubled in the last 12 months to $A278 billion.
18 Oct 2017
John A Mathews
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Professor of strategy at MGSM, Macquarie University
China has adopted a new energy strategy with determination and ambition. Australia needs to position itself strategically.
16 Oct 2017
Mark Skulley
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Freelance journalist
Kiribati's growth comes as the nation stares down the spectre of climate change.
13 Oct 2017
Khoon Goh
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Head of Asia Research, ANZ
NZ trade with ASEAN is growing but there are several potential areas it can be enhanced.
11 Oct 2017
Raymond Yeung & Betty Wang
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Chief Economist Greater China & Senior China Economist, ANZ
China’s upcoming NCCPC is expected to see President Xi outline a new ideology for the country’s future.
10 Oct 2017
Richard Yetsenga
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ANZ chief economist
Something is up with wage growth around the world – and that something could be technology.
02 Oct 2017
Richard Yetsenga
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ANZ chief economist
A brief glance at the key points for markets and the global economy in calendar Q4.
25 Sep 2017
Sharon Zollner
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Chief Economist New Zealand, ANZ
New Zealand – not unexpectedly – has a hung parliament after the weekend election. What can the parties’ own words tells about how a coalition may form?
25 Sep 2017
Daniel Gradwell and Joanne Masters
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Senior Economists at ANZ Research
The housing market is down but not out. Here are the charts you need to see.
19 Sep 2017
Kathleen Jahour
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Head of Regional Business Banking WA, ANZ
Budget initiatives could help to fuel renewed economic prosperity in WA’s regional areas.
18 Sep 2017
Carl Roberts
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Head of ANZ Loan Syndications for South & Southeast Asia.
An infrastructure investment gap is opening up in Asia challenges regarding the availability and pricing of capital are increasing.
12 Sep 2017
David Green
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CEO Singapore and Head of South East Asia, India & Middle East, ANZ
New Zealand and Singapore have strong economic ties – but their joint ties to the region are vastly greater.
12 Sep 2017
Chris Sparks
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Regional Executive, Regional Business Banking Tasmania, ANZ
Ongoing investment required to stabilise and improve Australia’s healthcare system.
11 Sep 2017
Tom Kenny
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Senior International Economist, ANZ
Conditions remain accommodative as markets keep calm despite geopolitical uncertainty.
04 Sep 2017
Julia de Blaauw
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BlueNotes contributing editor
We speak to the leaders of the major NZ parties ahead of the upcoming vote.
31 Aug 2017
Darren Thomson
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bluenotes contributor
A panel of expert issuers and investors chat about the outlook and the trend of responsible issuance.
23 Aug 2017
Cherelle Murphy & Thomas Hounslow
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Senior economist, ANZ & bluenotes data editor
Australia’s fortunes improve as housing construction keeps economies humming while labour markets and trade improve nationwide.
18 Aug 2017
Andrew Sheng & Xiao Geng
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Distinguished Fellow at AGI & President, HKIIF
Sustaining rapid growth in China requires the country to keep moving up the global value chain.
10 Aug 2017
Richard Yetsenga
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ANZ chief economist
We need to face the possibility tech has changed the fundamentals of growth.
10 Aug 2017
Elizabeth Masamune
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Managing Director of @Asia Associates Japan
It’s always a challenge to order an improvement in morale - as Japan has found out.
03 Aug 2017
Narayanan Somasundaram
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Economics & finance reporter
Iron ore and coal are having a surprising influence on the direction of the Australian dollar.
01 Aug 2017
Grant Knuckey
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Chief Executive Officer, Japan, ANZ
Evidence suggests pervasive deflation has ended in Japan and the country is moving into a new normal.
19 Jul 2017
Cameron Bagrie
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Chief Economist, New Zealand ANZ
Economic momentum in NZ is picking up but expect it to stay modest amid capacity restraints.
06 Jul 2017
Khoon Goh
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Head of Asia Research, ANZ
Twenty years on from the Asian Financial Crisis the saga still leaves scars.
04 Jul 2017
Daniel Been
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Head of FX strategy at ANZ
For currencies, there’s a steamroller coming – in the shape of liquidity.
04 Jul 2017
Tony Walker
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Author and Political Analyst
In an environment unusually fraught for all sorts of reasons the G20 is under unique scrutiny.
30 Jun 2017
Francine Lacqua
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Bloomberg
FSB chair chats to Bloomberg about climate and financial stability ahead of G-20 meeting.
26 Jun 2017
Richard Yetsenga
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ANZ chief economist
You can’t predict the future reading demographics alone, in a new report ANZ Research look into whether the ageing global population is sign of an alarming old age dependency ratio.
23 Jun 2017
Cherelle Murphy
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Senior Economist, ANZ
Underlying public demand is offsetting some of the weakness from Australia’s slowing mining investment.
21 Jun 2017
Andrew Cornell
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Managing Editor, bluenotes
The Australia China relationship is rarely out of the headlines – for better or worse. Both countries need each other.
13 Jun 2017
Sharon Zollner
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Chief Economist New Zealand, ANZ
Latest reading suggests NZ economy still has plenty of momentum.
13 Jun 2017
Tony Walker
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Author and Political Analyst
Australia seems to be cautiously sketching out a more independent role in a world where old certainties are being discarded.
09 Jun 2017
Alan Oxley
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Managing Director, ITS Global
On the second anniversary of the China-Australia Free Trade Agreement economic engagement is already deeper and broader.
09 Jun 2017
Shayne Elliott
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Chief Executive Officer, ANZ
ChAFTA has delivered vast improvements for people and businesses and will continue to do so.
08 Jun 2017
Raymond Yeung
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Chief Economist Greater China, ANZ
China’s price-driven recovery which came on the back of the commodity super cycle is starting to lose steam.
06 Jun 2017
Eugenia Victorino
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Economist, ANZ
How long can the Greater Mekong region depend on a young workforce?
06 Jun 2017
Sharon Zollner
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Chief Economist New Zealand, ANZ
01 Jun 2017
Sara Brocklesby
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Manager, communications & media, University of Melbourne
After two decades of modernisation and motorisation, China’s green push could see bikes make a comeback.
31 May 2017
Richard Yetsenga
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ANZ chief economist
Don’t get fixated on China. Australia’s issues are more home grown.
30 May 2017
Narayanan Somasundaram
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Economics & finance reporter
Consumers are tightening their belts as surging household debt forces them to rethink spending.
26 May 2017
Daniel Hynes
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Senior Commodity Strategist, ANZ
It may seem chaotic but big themes are emerging coal and energy markets.
23 May 2017
Tim Moloney
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Global Head, FX Investor Sales, ANZ
China’s asset-management sector expanded sixfold from 2012 to end 2016. The opportunity is massive and growing fast.
23 May 2017
Helen Clark
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Freelance journalist & former Asian correspondent
Some $A500 million in Chinese investment has seen a sevenfold increase in lithium mines in WA.
19 May 2017
Simone Stella
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bluenotes contributor
Jack Archer and Christine Linden sit down to dissect the emerging implications of the federal budget for regional Australia.
10 May 2017
Richard Yetsenga
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ANZ chief economist
The federal budget tries to balance spending with a creative search for revenue.
10 May 2017
bluenotes contributors
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Australia's Commonwealth Budget has been unveiled, with a focus on security, fairness and opportunity.
04 May 2017
Raymond Yeung, Kaushik Baidya & Kanika Bhatnagar
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Chief Economist, Greater China, Economist & Junior economist at ANZ
China’s transformation into a services-led economy continues. In the first quarter of 2017 China reported stronger-than-expected headline gross domestic product data of 6.9 per cent.
04 May 2017
Mark Rider
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Chief Investment Officer, ANZ Wealth
When the US Federal Reserve raises interest rates we assume that means tighter financial conditions leading to a slower economy and knock-on impacts to the share market. However, reality is not quite that simple.
03 May 2017
Richard Yetsenga
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ANZ chief economist
In her excellent and challenging book Happiness for All, Carol Graham uses the analogy of being stuck in traffic, with the lane next to you moving and yours not.
03 May 2017
Christine Linden
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General Manager, Regional Business Banking, ANZ Australia
Australia’s modern manufacturing sector carries with it an international reputation for quality and innovation.
02 May 2017
Cherelle Murphy
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Senior Economist, ANZ
May’s Australian federal budget is being cast as one which will boost infrastructure spending and address ‘fairness’ including through housing affordability and university fee arrangements.
01 May 2017
Greg Earl
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Writer, editor and consultant
Australian investors had a little-appreciated coming-out party just over a year ago when they decided for the first time to put more of their money into South East Asia than New Zealand.
26 Apr 2017
Francesca Rizzo
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BlueNotes contributing editor
Australia's health sector is grappling with a variety of challenges including an ageing population and growing burden of chronic disease.
26 Apr 2017
Andrew Cornell
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Managing Editor, bluenotes
From one of Port Vila’s ritziest streets, the address of consulates, local rich-listers and senior multi-national executives, the views out over the stunning blue Erakor Lagoon are spectacular. But the road to get to these residences is spectacular for all the wrong reasons: its potholes are so huge, ubiquitous and unavoidable anything less than a 4WD would be foolhardy.
24 Apr 2017
Brett Cooper
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Senior Trade Commissioner, Austrade
For more than half a century Japan has maintained a reputation as one of the world’s leading exporters of the highest quality manufactured products. But it also maintains a strong competitive advantage in another sector: capital.
13 Apr 2017
Mark Skulley & Jim Skulley
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Freelance journalist & Honours student in international relations at La Trobe University
One of Japan's foremost China watchers, Seiichiro Takagi, tries to look over the horizon when it comes to the South China Sea.
12 Apr 2017
Gina Westbrook
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Director Strategy Briefings, Euromonitor
There’s never been a better time to be old – or to take advantage of the growing mature-consumer market. Life expectancy is rising around the world, having a major effect on consumer behaviour and the way business approach the market.
07 Apr 2017
Leon Gettler
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Veteran and highly regarded management journalist
Insolvency laws are different in every country and a lot of Asian businesses use offshore structures. Over the last decade, there have been moves to address growing complexity with a number of Asian countries updating their insolvency laws.
07 Apr 2017
Daniel Gradwell & David Plank
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Economist & Head of Australian Economics, ANZ
The decline in Australia’s mining-related investment has been well documented in recent years. There are still declines to come, but there’s good news: the drag on the economy from mining is steadily easing and other sectors are picking up the slack.
05 Apr 2017
Raymond Yeung & Betty Wang
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Chief Economist Greater China & Senior China Economist, ANZ
Chinese property developers remain confident about the real estate outlook despite the government’s tightening actions – particularly as previous cooling measures have proved to be insufficient to tame property prices.
05 Apr 2017
Andrew Cornell
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Managing Editor, bluenotes
Australians love talking about property – how expensive it is but also how desirable. At the same time as affordability is at cyclical lows and household debt at highs, both major Australian media organisations have launched huge, glossy inserted marketing magazines wallowing in the allure of luxury property.
03 Apr 2017
Philip Borkin & Sharon Zollner
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Senior economist & Associate Director, ANZ NZ
New Zealand tourism is on a tear with no sign of slowing, driven by ever-higher numbers of Chinese tourists, right? Actually, not quite.
03 Apr 2017
Narayanan Somasundaram
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Economics & finance reporter
To hedge oil or not to hedge oil is the big question. Rising volatility accentuated by uncertainty on whether there will be an oversupply or shortage of oil is causing many a dilemma to companies for whom oil is a significant input cost.
31 Mar 2017
Cameron Bagrie & NZ Research team
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Economists, ANZ
New Zealand has reached a mature stage in the economic cycle. Historically, sharp slowdowns have followed such periods - but ANZ research does not believe the cycle is about to roll over and expire.
29 Mar 2017
David Plank & Giulia Lavinia Specchia
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Head of Australian Economics & Economist, ANZ
A demand for increased duration, diversification and the rise of Asian liquidity are the biggest factors facing Australia’s capital markets sector as we head into the middle of 2017, according to the co-heads of capital markets at ANZ.
28 Mar 2017
Christine Linden
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General Manager, Regional Business Banking, ANZ Australia
Agriculture has long been a cornerstone of Australia’s economy. As the sector again surges - or “saves our economic bacon” - after 28 per cent growth in 2016 and high expectations for 2017, we’re again reminded of its key place in our economic mix.
20 Mar 2017
Luci Ellis
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Assistant Governor (Economic), RBA
Unfortunately both in general and for female students, economics is not exactly popular in Australia.
16 Mar 2017
Tom Kenny
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Senior International Economist, ANZ
The US Federal Reserve has raised interest rates as expected but all eyes are on the future as a slightly disappointed market reflects on what happens next.
14 Mar 2017
Tony Walker
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Author and Political Analyst
The world’s 45th largest economy, Chile is hardly the epicenter of the world trading system. But this week the South American country hosts an event which may prove to be of unusual significance for the global trading system, and for the countries of the Indo-Pacific in particular, including Australia.
09 Mar 2017
Jennifer Farmer
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bluenotes production editor
By 2030 the size, location and demographics of households globally is set to change.
02 Mar 2017
Mark Rider
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Chief Investment Officer, ANZ Wealth
The post-financial crisis environment has been described by a number of start-stop recoveries – signs of recovery emerge, markets respond, but then something short-circuits the improvement. In our view, however, there is little on the economic horizon to short-circuit the current recovery.
23 Feb 2017
Mark Rider
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Chief Investment Officer, ANZ Wealth
The headwinds of 2016 are behind us. As we look ahead, financial conditions and monetary policy all look supportive of growth but global political upheaval, trade uncertainty and a US economy already long in the tooth remain concerns.
21 Feb 2017
Narayanan Somasundaram
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Economics & finance reporter
No government wants the ignominy of a credit rating downgrade but for Australia, which sits at the top of the pile with a AAA rating from the major credit rating agencies, the pain for the government of the day would be acute.
16 Feb 2017
Daniel Hynes
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Senior Commodity Strategist, ANZ
Positive sentiment has crept back into iron ore markets amid weaker-than-expected export data from Australia and expectations of Chinese restocking. Our advice is not to get too excited - we still believe China will destock in the post-Lunar New Year period as proposed steel capacity cuts are delayed.
09 Feb 2017
Greg Earl
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Ex-Japan Correspondent & Pacific Editor, AFR & Former Member of the Australia Japan Foundation board
Donald Trump’s abandonment of the Trans-Pacific Partnership (TPP) trade deal has left his Australian allies with an awkward choice.
06 Feb 2017
Narayanan Somasundaram
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Economics & finance reporter
The future of Australia’s AAA credit rating might be giving Prime Minister Malcolm Turnbull and his government a few sleepless nights but there is an argument which says losing the grade may be just what Australia needs to move out of its economic humdrum.
03 Feb 2017
Khoon Goh
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Head of Asia Research, ANZ
The United States has made its decision and as a result, it looks like the end of the road for the Trans-Pacific Partnership (TPP).
24 Jan 2017
Andrew Cornell
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Managing Editor, bluenotes
Speaking to the Australia and New Zealand Chamber of Commerce in Japan last week, ANZ chief executive Shayne Elliott quipped it was rare to speak at a multinational event where all the audience understood a rugby reference.
17 Jan 2017
Mark Skulley
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Freelance journalist
A stroll along Fiji’s famous beaches throws up a United Nations of accents, along with some dozing and the odd case of sunburn. Listen more closely, and you will hear plenty of Aussies, Kiwis and, to a lesser extent, Europeans.
13 Jan 2017
Sharon Zollner
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Chief Economist New Zealand, ANZ
The latest New Zealand Truckometer suggests current growth momentum in the country is very strong but the pace may be set to slow over the next six months.
13 Jan 2017
Richard Yetsenga
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ANZ chief economist
To understand the logic of US President-elect Donald Trump’s sharp breaks with Republican orthodoxy—threats of tariffs on US companies moving jobs abroad, treating the decades-long One China policy as a bargaining chip—you need to remember how technology enabled a very specific passion for the past to become kingmaker in US politics.
23 Dec 2016
Abhishek Vyas
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Associate Director Trade Products, ANZ
Behind the simplest handbag, pair of trainers or item of clothing could be a complex web of money laundering and criminal gangs.
20 Dec 2016
Helen Clark
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Freelance journalist & former Asian correspondent
The US is Australia’s top investor, not China. What impact will that have on the Australian economy in January when Donald Trump becomes President? BlueNotes looks at US investment in Australia and how this fits into the Asian Century.
16 Dec 2016
Andrew Cornell
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Managing Editor, bluenotes
A recent drop into negative growth in Australia will not be enough to keep the economy from growing above trend in 2017, while growth in the Asia Pacific regions will be limited by developments in the US and China.
12 Dec 2016
Mark Skulley
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Freelance journalist
Nowadays, the concept of the ‘Asia-Pacific’ is on the lips of everybody in officialdom.
06 Dec 2016
Tony Walker
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Author and Political Analyst
Donald Trump did not take long to unsettle relations with China and raise questions about a Trump administration’s commitment to a ‘one-China’ policy, a cornerstone of American diplomacy since the days of Richard Nixon and Henry Kissinger.
25 Nov 2016
Richard Yetsenga
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ANZ chief economist
We often hear India is a country of great potential. But what is really being said is India has the resources, people and raw materials for success – if only it could get its act together. Finally that appears to be happening.