New worries for investors - how serious? by Dr. Share Oliver, Head of Investment Strategy & Chief Economist

Key points:

After strong gains shares were due for a correction. Worries about the Fed, Japan, China and the growth outlook in Australia have provided the trigger.  However, with the Fed tightening fears overdone, the US economy on a sounder footing, Japan looking stronger, China likely to grow around 7.5% and the Australian economy to benefit from low interest rates and a lower $A, a re-run of the 15 to 20% falls seen around mid 2010 & 2011 are unlikely.  Our cyclical view for shares remains positive, with further gains likely this year.  Please click here to read more