Links 23 October 2019

Global Macro / Markets / Investing:





Latest posts by Leith van Onselen (see all)


  1. reusachtigeMEMBER

    Talking about links, who else has noticed that the tards that used to post links on here to rubbish youtube crash propaganda, or just posted crash comments, have pretty-well disappeared? I told ya’s they’d leave in shame. LOLOLOLOL! Happens every.single.time!!

    • The Traveling Wilbur

      It’s even funnier because it’s true.

      Have you started looking at investment property opportunities in WA and Northern Queensland again yet? What with Clive and Adani and IO going full steam ahead over the next few years (heh) there will be plenty of bargains in some of those mining and port towns to be had right now.

      We should be able to pick up 2-3 properties for the price of what one was seven or so years ago!

      • reusachtigeMEMBER

        The successful people are all bragging on here at the moment, it’s what successful people do.


    Get ready for another structural housing shortage … Leith van Onselen … MacroBusiness Australia

    … extracts …

    Australians are going to have to get used to living in more cramped and crowded accommodation as housing supply once again falls below rampant immigration-fuelled population growth.

    That’s the view of Australia’s largest listed developer, Stockland, who has warned that housing shortages are developing from coast-to-coast: …

    … Tim Johansen, the global head of capital at development financier Qualitas, backed this view: …

    … The RBA, CBA and BIS Oxford Economics all made similar predictions last week. … read more via hyperlink above …
    Australia’s dwelling approvals crash goes from bad to worse … Leith van Onselen … MacroBusiness Australia

    Building Consents Issued August 2019 … Statistics New Zealand

    … extract …

    By region, the numbers of new dwellings consented in the year ended August 2019 (compared with the August 2018 year) were:

    14,345 in Auckland – up 11 percent
    4,048 in Waikato – up 16 percent
    2,747 in Wellington – up 2.0 percent
    5,705 in rest of North Island – up 1.7 percent
    5,198 in Canterbury – up 12 percent
    3,607 in rest of South Island – up 6.2 percent.


    LSE IQ Episode 28 | Is the 21st Century the Chinese century?

    07 October 2019|44 minutes

    Speaker(s):Professor Christopher Coker, Dr Debin Ma, Dr Yu Jie

    Published on07 October 2019

    Welcome to LSE IQ, the award-winning podcast where we ask social scientists and other experts to answer one intelligent question.

    In this episode Sue Windebank asks, “Is the 21st Century the Chinese century?” This month sees the 70th anniversary of the People’s Republic of China.

    In 1949 the Chinese Communist Party won the Chinese Civil War. Having overthrown the nationalist government of the Republic of China, Mao Zedong declared the People’s Republic on October 1st in Tiananmen Square.

    The last 70 years have been tumultuous for the People’s Republic of China. Under Mao it experienced economic break down and societal chaos. Famously the Great Leap Forward, a campaign designed to industrialise and modernise the economy, led to the largest famine in history, with millions of people dying of starvation.

    And yet today, after widespread market-economy reforms started by Deng Xiaoping in the 1970s, China is the second largest economy in the world.

    This wealth is reflected in the country’s international influence, which is growing through sizeable investments the country is making in large infrastructure projects around the world.

    And, of course, hundreds of thousands of Chinese students study abroad every year – including at LSE.

    This episode features: Professor Christopher Coker, LSE Department of International Relations and LSE IDEAS; Dr Debin Ma, LSE Department of Economic History; and Dr Yu Jie, Chatham House.

    For further information about the podcast and all the related links visit and please tell us what you think using the hashtag #LSE.