Oliver's Insights - 2012 and beyond
18 January 2012 - 2012 is likely to be a better year than 2011.Key points are:
> Watch European bond yields, Chinese money supply growth and the US Institute for Supply Management (ISM) index.
> The emerging world remains in good shape.
> Even if the world does spiral into recession (which is unlikely), Australia will likely continue to grow.
> The A$ will remain strong on a medium-term basis.
> Medium-term returns are likely to remain constrained and volatile.
