Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over...
Transcript of Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over...
![Page 1: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/1.jpg)
![Page 2: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/2.jpg)
2
Important InformationThis presentation has been prepared without taking account of the objectives, financial situation or needs of any particular individual. Before acting on the information in this seminar, you should consider its appropriateness to your circumstances and, if necessary, seek appropriate professional advice.
Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) is a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124 and a Participant of the ASX Group.
Examples used in this presentation are for illustrative purposes only.
![Page 3: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/3.jpg)
3
Year in review
Key financial indicators 2016/17
June 30 2016 High Low June 30 2017 % change
ASX 200 5233.4 5983.2 5138.9 5721.5 +9.3%
US Dow Jones 17930.0 21535.0 19677.9 21349.6 +19.1%
AUD/USD, US cents 0.7426 0.7777 0.7152 0.7692 +3.6%
90 day bank bills 1.96% 1.97% 1.71% 1.71% -
10 year bond yields 1.99% 2.99% 1.85% 2.61% -
Oil, US$ per barrel 48.33 54.45 39.51 46.04 -4.7%
Gold, US$ per ounce 1320.60 1372.60 1129.80 1242.30 -5.9%
![Page 4: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/4.jpg)
4
Overview
Global growth liftsWaiting for Trump tax cuts Chinese growth still solid Global inflation still low Higher US rates Oil prices fluctuate Mixed Australian housing markets http://hellasfrappe.blogspot.com.au/2013_07_25_archive.html
![Page 5: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/5.jpg)
5
Global: return to normal? Drivers of world economyContribution to growth 2017 (pct points)
1.00China0.58United States0.23India0.08Japan0.07Germany0.07Indonesia0.07United Kingdom0.05Australia0.05Korea0.04France0.04Spain0.04Canada0.04Libya0.03Philippines0.03Russia0.03Turkey0.02Bangladesh1.00Other countries3.5WORLD
Source: IMF, CommSec
![Page 6: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/6.jpg)
6
International perspectives
![Page 7: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/7.jpg)
7
United States
![Page 8: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/8.jpg)
8
China
![Page 9: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/9.jpg)
9
Australia: World’s longest expansion
![Page 10: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/10.jpg)
10
Business & spending
![Page 11: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/11.jpg)
11
Investment
![Page 12: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/12.jpg)
12
Business
![Page 13: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/13.jpg)
13
Consumers
![Page 14: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/14.jpg)
14
Job market
![Page 15: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/15.jpg)
15
Housing
![Page 16: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/16.jpg)
16
Population
![Page 17: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/17.jpg)
17
Inflation
![Page 18: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/18.jpg)
18
Budget 2017
![Page 19: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/19.jpg)
19
Global shares
![Page 20: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/20.jpg)
20
Australian shares
![Page 21: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/21.jpg)
21
Australian shares
![Page 22: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/22.jpg)
22
Australian sharesSECTORS & SIZE GROUPINGS
percent change over 2016/17
40.7Consumer Durables & Apparel29.1Food, Beverages & Tobacco26.3Capital goods22.1Materials20.7Diversified Financials19.8Resources18.5Pharmaceuticals & BioTech16.4Insurance14.6Utilities14.2Midcap5014.0Software & services12.4Consumer Services11.8Banks11.6Transportation9.7ASX1009.3ASX2009.1ASX508.8Food & staples retailing7.0Health Care Equipment & Services6.0Energy3.7Small Ordinaries1.1Commercial & Professional Services
-0.6Media-5.0Retailing-6.2Autos & components-8.5Real Estate
-10.4Property Trust-26.2Telecom
Source: iress, Comm Sec
![Page 23: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/23.jpg)
23
Australian investments
![Page 24: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/24.jpg)
24
Commodity prices
![Page 25: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/25.jpg)
25
Commodity prices
![Page 26: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/26.jpg)
26
Interest rates
![Page 27: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/27.jpg)
27
Exchange rates
![Page 28: Important Information - CommSec...Australian shares SECTORS & SIZE GROUPINGS percent change over 2016/17 Consumer Durables & Apparel 40.7 Food, Beverages & Tobacco 29.1 Capital goods](https://reader033.fdocuments.net/reader033/viewer/2022060215/5f05dc2c7e708231d41512ea/html5/thumbnails/28.jpg)
28
Outlook
FORECASTS2017/182016/173.00%2.00%Economic Growth2.00%1.75%Underlying inflation
5.00-5.50%5.50%Unemploymentmid 2018end 2017
1.50%1.50%Cash rate6,000-6,2005,900-6,100Sharemarket (All Ords)US74-79cUS74-79cAustralian dollar