Oreana: Chinese and Australian equities look strong – but don’t add yet | Ausbiz

The Russia-Ukraine conflict is clearly inflationary and also having an impact across commodity prices. If you need any roof of that, look at crude oil prices at the pump. Isaac Poole and the team at Oreana Financial Services had already tilted out of global equities into Australian equities in January. However, more recently, they have taken the opportunity to lighten up further on sovereign bonds and move into high quality, shorter duration credit. Isaac thinks risk premia will widen further in equities. But we continue to expect solid economic growth and momentum in the US to take hold over the second half of fiscal 2022. If equity prices fall further, we would see that as a buying opportunity. So what risks are piling up in Asia? Isaac says fewer than you might think – and he says the end of zero COVID plus stimulus from the PBoC could create the perfect ingredients for a rally in Chinese equities. Finally, a word on that all important Federal Reserve meeting. Ukraine’s war means the 25 basis point hike is pretty much a lock in but it’s the tone of messaging which will make everyone sit up. (Source: Ausbiz) Click here to watch the interview.

Contact Us
I'm interested in
Privacy Policy

Insights

All Insights

Read our latest insights to help you make better investment decisions and build stronger portfolios.

A Licensed Financial Firm

In Hong Kong we are licensed by the Securities and Futures Commission (license no. AHX191), the Insurance Authority (license no. FB1443) and the Mandatory Provident Fund Authority (license no. IC000563). 

In Australia we are licensed by the Australian Securities and Investments Commission (AFSL No: 482234, ABN 91 607 515 122).

Financial Services Guide

Complaints Policy

General Advice Warning

Disclaimer