While China is the key beneficiary of the recent surge in sales of electric vehicles in Australia and elsewhere, Australia will ultimately benefit from stronger demand for lithium as well. Meanwhile, the RBNZ opted against a pre-emptive rate hike at its meeting this week and we think that substantial spare capacity will force the Bank to start tightening policy later than the financial markets anticipate.
Subscriber content
Read this in full, free
Start a free trial and use one of your 10 free starter credits to unlock this piece.
