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In Brief: Shares Can Outrun Inflation, E-Commerce, China, Mortgages & REITs

November 26, 2021
Source: fnarena.com fnarena.com
News Snapshot:
Weekly Reports | 10:00 AM Weekly Broker Wrap, In Brief: Shares can outrun inflation; e-commerce; China; mortgage stress and REITs. - Shares can outrun inflation - Aussies record spending via social media - Asset price deflation for China? - Record lows for mortgage holder stress - Morgan Stanley on smaller-mall REITs By Mark Woodruff Shares can outrun inflation Equities have the potential to perform well compared to bonds and cash in an inflationary environment, according to Ord Minnett. Both the Value style of investing and cyclical shares are generally favoured, while defensive sectors tend to lag. Cyclical-oriented sectors include Consumer...
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