2021 Investment Outlook Part II
Dec 22 2020
If the virus has achieved one thing, it is to prompt governments across the globe to pour stimulus into new technologies and renewability that will drive strong demand for Australian resources
-China tariffs not significant
-A new commodities super-cycle?
FNArena’s
2021 Investment Outlook Part I published last week (link below) incorporated two underlying assumptions with regard to the economic outlook for Australia and the US. Firstly, that it had appeared Australia had all but conquered covid, reflected in the reopening of state borders. Secondly, that there was a distinct possibility US Congress would not be able to agree on a stimulus package before inauguration.