Global sharemarkets have rallied strongly since March this year, but for many investors the gains in global equities have been less than the gains in Australian equities.
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In this Point of View, AXA’s Chief Investment Officer Mark Dutton considers the extent to which Australia’s growth relies on China and some key implications for investment markets.
When markets settle in to a more normal state, it will be a different normal than foreseen before the global financial crisis (GFC).
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