On the first edition of the Morning Mail this week, Philip Anglin hosts Evans and Partners Chief Investment Officer Mike Hawkins.
Mike identifies the GDP figures to be released this mid week as the key data point to look out for.
Following Philip’s recent trip to China for the Australian Institute of Company Directors Conference, we discuss 3 key global investment themes to come out of the conference:
1. Consumer trends in China and Asia – mindful of inflation pressure as 14% wage increases flow though the economy
2. Challenges for Agriculture sector for both food and biofuels
3. China’s clean energy initiative as identified in their 12th 5 year plan released in March this year.
