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Insights

ING Investor Dashboard (Dec Qtr 09) - January 2010
The latest Investor Dashboard Survey shows that Australian investor sentiment rose 124% in the last 12 months.

The Chinese Economy, Policy Issues and Prospects - December 2009
This paper looks at the crucial role that China plays in the revival and prospects for the global economy from a US perspective.

Credit default rates: putting them into perspective - November 2009
With the aftermath of the global financial crisis, the market has entered a new era of historically high default rates. This paper discusses the reasons for these high default rates, why the rated universe is different from history and the consequences for the performance of credit.

ING Investor Dashboard (Sep Qtr 09) - October 2009
After a period of weak investor sentiment, the latest survey of investors across the Asia Pacific region shows a healthy level of optimism.

Long Term Earnings Growth in Lower Gear - October 2009
The historically high earnings growth that we have enjoyed may be over. This paper discusses the main determinants of long-term profit growth and why these will inhibit future growth.