Category Archives: China

Coal price crash is bad news for the state budget and future capital investment

Last Friday, John McCarthy at In Queensland reported Budget impacts loom as coal prices plunge to four year lows. Yes, recent falls in the coking coal price to around $US100/t for coking coal must be causing anxiety in Queensland Treasury, … Continue reading

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Deloitte highlights trade tensions with China and lower commodity prices as risks to Qld recovery

According to today’s Courier-Mail, Deloitte’s new Business Outlook report highlights the risks to Queensland’s economic recovery from lower commodity prices and trade tensions with China affecting our commodity, tourism, and education exports. Deloitte also rightly mentions the risk to the … Continue reading

Posted in Budget, China, Floods, Macroeconomy, Mining, Retail trade | Tagged , , , , , , , , , , , , , , , , , , | Leave a comment

Coronavirus catch up with CCIQ

I dropped into the head office of CCIQ on Wickham Terrace today for an update on coronavirus and for a briefing on the December quarter Pulse survey results. Once again, I spoke with CCIQ Senior Policy Officer Gus Mandigora and … Continue reading

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Coronavirus is massive shock to China with growing flow-on impacts on Qld economy

Modern-day stoics such as Tim Ferriss recommend you avoid regular news updates as they can distract your focus and increase your anxiety. There is much truth in this, particularly on days like this when you learn the latest news about … Continue reading

Posted in China, Uncategorized | Tagged , , , , , , | 2 Comments

CCIQ Coronavirus interview – Chief Economist “very concerned” about potential impacts

The Courier-Mail‘s alarming story on Thursday Coronavirus to cause chaos for Queensland businesses prompted me to get in touch with the Chamber of Commerce & Industry Queensland (CCIQ) to seek a briefing on what they’ve learned from their various information … Continue reading

Posted in China, Exports, Macroeconomy, Uncategorized | Tagged , , , , , , , | 6 Comments

China’s demographic future could be even worse than currently projected

China is a major influence on the Queensland economy given the large value of our coal exports, so we should be paying close attention to how China’s poor demographics will affect its future economic growth. China’s unbalanced population, with lots … Continue reading

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Qld’s exports to China doubled in less than 2½ years

There was some excellent commentary on the US’s and Australia’s relationships with China on ABC Radio National over the weekend which I can highly recommend: FT’s Martin Wolf interview: Is the US wrong on the trade war? on Saturday Extra … Continue reading

Posted in China, Exports, Uncategorized | Tagged , , , , , , , , , | 2 Comments

QEW week that was video – coal, negative gearing & the economic outlook

Posts from me and other commentators mentioned or alluded to in this video include: Housing industry round table with Treasurer Frydenberg at Parliament House Latest Qld wages growth and Qld labour market summary from Nick Behrens WTF happened to BNE-CNS? … Continue reading

Posted in Cairns, China, Climate change, Housing, Uncategorized | Tagged , , , , , , , , , , , , , , | 1 Comment

Upcoming AIIA talk on Asian tiger & tiger cub economies and impacts on Qld and Australia

When I first started studying economics in the early nineties, the international economies that mattered most to Australia were Japan, then beginning its lost decade, and the US, the winner of the cold war and the undisputed global economic and … Continue reading

Posted in China, Uncategorized | Tagged , , , , , , , , , | 4 Comments

HSBC’s Paul Bloxham on the economic outlook and President Trump

Last Thursday, Paul Bloxham, HSBC Chief Economist for Australia and NZ, gave an excellent briefing on the economic outlook at a lunchtime event organised by the French Australian Chamber of Commerce and Industry (FACCI), and hosted by Clayton Utz at … Continue reading

Posted in China, Mining, Uncategorized | Tagged , , , , , , , , , , , , | 1 Comment