What the China thaw means for Australia’s trade diversification agenda

While it’s easy to say never again allow one market to dominate, the promise of premium prices will be hard to ignore. Read More Here

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The Fairy Tale Of Finite Resources

At first glance, it is an argument that seems to make sense—and it would be crazy to oppose: because the earth’s raw material resources are finite, infinite growth is impossible. This leads many to conclude that, somehow, growth must be limited. What is there to this argument? Read More Here

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Australia Largely Winning Its Trade War With China

Australia is often blamed for putting all its eggs and everything else into one basket then shipping the lot to China. Those who worry about Beijing’s resultant leverage over Australia may feel vindicated after the travails of 2020 and 2021, but the trade war rooted in geopolitics hasn’t net-net hurt the Australian economy or its […]

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Australia, China Trade War Ensures Mutual Destruction

China and Australia’s trade is interlinked in many areas but the largest value items are commodities Beijing arguably cannot readily source in sufficient supply elsewhere. This is often missed when Australia and China’s trade relationship is weighed against security ties with the US and a rapidly changing world order some view as a New Cold […]

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China’s Looming Financial Crisis

Governor of the Reserve Bank of Australia Philip Lowe’s speech last week highlighting the risks to the Chinese financial system from shadow banks – non-bank financial institutions often operating in more lightly regulated wholesale markets – has once again drawn attention to the major economic risk in China. Read Here – Lowy Institute

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