Tag Archives: boom
Why November?
Posted on 05. Nov, 2010 by Chris Lang.
Most people seemed taken by surprise, when the RBA chose to raise the cash rate to 4.75% on Cup Day this week. However, with Oaks Day being held yesterday, I thought today would be better timing for this post. Sure, the September quarter CPI had fallen to within the RBA's target range. And yes, there [...]
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Will Australia's Growth
Remain Strong?
Posted on 06. Oct, 2010 by Chris Lang.
Pick up any newspaper, and you'll find most commentators saying the Resources boom is back on once again. Also, people are pointing to China as our guiding light going forward. But is this really true? And if so, why? Here's a short Video giving you a quick insight into whether there really is any substance [...]
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"Cycles Ain't Cycles"
Posted on 09. Aug, 2010 by Chris Lang.
Overall, Australia has sailed through the Global Financial Crisis more or less unscathed. And from all accounts, Victoria and enjoys the standout economy of all the States. The Traditional Cycle Has Been Interrupted Last week, you explored the traditional cycle for CBD Offices — being 18 years from peak to peak. And over that same [...]
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Commercial Property Cycles ...
Posted on 03. Aug, 2010 by Chris Lang.
How do you ever understand them? Before talking to you about Commercial property, let's take a quick look at Investment Cycles in general. A recent AFR article contained this rather clever chart ... showing an Investor's mood at different points throughout the Cycle. My reading would be that Australia is currently at the "Optimism" stage [...]
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Election Year Blues?
Posted on 11. Mar, 2010 by Chris Lang.
It's not just rising interest rates that the Rudd government will have to contend with, in the run-up to the next election. The joy of the resources boom restarting brings with it certain unwanted side effects. What you will start to see is wage rate increases; plus the drawing away of materials and equipment, from [...]
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Your Opportunities Moving Forward?
Posted on 21. Jan, 2010 by Chris Lang.
There has been much written already about the global financial crisis. But in layman's terms, it occurred as a result of capital imbalances occurring throughout the world. And nowhere more so, than in America. The principal cause can be found with the high levels of US debt-funded consumption. And in order to better understand this [...]
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Your Handy Economic Clock
Posted on 27. Nov, 2009 by Chris Lang.
Over the years, you have probably seen various economic clocks explaining the different phases, and their relative timing. Anyway, I came across this rather useful one the other day. As you'll see, it is actually a "Multi-asset Investment Clock" — in that you have all the sectors displayed together: Shares, Property, Resources and Interest rates. [...]
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CBD Office Shortage Looming for Melbourne
Posted on 18. Jun, 2009 by Chris Lang.
And Rentals are Set to Rise ... The recent boom period saw prime Office rentals in Brisbane, Sydney and Perth hit the $1,000 per sq metre mark. However, they have fallen dramatically from that peak, since mid-2008 Meanwhile, Melbourne has remained steady at around $750 per sq metre — mainly because most of its new [...]
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You May be a Doubter ... But I say: "Yes, we can!"
Posted on 23. Feb, 2009 by Chris Lang.
The Weekend Financial Review ran several articles, which seemed to echo many of the sentiments contained in my last blog about the Capital City Markets — but perhaps putting things a little more bluntly. Brisbane Mark Ludlow (on page 2) referred to Queensland as having moved from "boom state to gloom state" — because of [...]
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This is Not Quite the Stuff of Fairytales ...
Posted on 03. Dec, 2008 by Chris Lang.
But for the most of 2008, Australia has basically experienced what you might term a Goldilocks market for Commercial property ... "not too hot, and not too cold!" Despite Office, Retail and Industrial being near the top of their cycles ... the global turmoil has prevented the usual runaway activity occurring — in most capital [...]
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