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Global View
Kate Patterson profile
Author status: Employed
Author country: Australia
Author company: Home
Job title: Lawyer- Economist
Expert Area: Alternative Investments, Corporate Finance, Equity Investments, Financial Statement Analysis, Performance Measurement and Evaluation
Geografical Area: Asia, Middle East, North America
Economics Area: Developed, G20, MIST, OPEC
Country
Georgia (Real GDP)
- According to the data of the national statistics office of Georgia, the real GDP growth increased from 2.8% in 2016 to 5% in 2017. This growth was driven by the construction, consumer goods trade, manufacturing, transport, financial services and real estate. Also on the back of increasing export volumes and prices, recovery in remittances from Russia and stable growth of earnings from tourism, the current-account deficit decreased. I forecast this trend of reducing current-account deficit will continue in 2018-2022, which will be also supported by growing private consumption and stable foreign direct investments inflows. In addition I think that political situation in the country will remain stable in the mid-term, so I have positive outlook on the economic development of Georgia.
Hong Kong (Real GDP)
- According to the data of the national statistics office of Georgia, the real GDP growth increased from 2.8% in 2016 to 5% in 2017. This growth was driven by the construction, consumer goods trade, manufacturing, transport, financial services and real estate. Also on the back of increasing export volumes and prices, recovery in remittances from Russia and stable growth of earnings from tourism, the current-account deficit decreased. I forecast this trend of reducing current-account deficit will continue in 2018-2022, which will be also supported by growing private consumption and stable foreign direct investments inflows. In addition I think that political situation in the country will remain stable in the mid-term, so I have positive outlook on the economic development of Georgia.
- Positive sentiment for helping high-tech businesses in Hong Kong - a promise given by Hong Kong's chief executive, Carrie Lam Cheng Yuet-ngor to reduce the profit tax on companies and grand tax remissions for their investments in R&D (research and development). This doubtless would attract existing business to invest more in qualifying research and development as well as would attract new investments from abroad to establish new technical divisions in Hong Kong
Australia (Real GDP)
- According to the data of the national statistics office of Georgia, the real GDP growth increased from 2.8% in 2016 to 5% in 2017. This growth was driven by the construction, consumer goods trade, manufacturing, transport, financial services and real estate. Also on the back of increasing export volumes and prices, recovery in remittances from Russia and stable growth of earnings from tourism, the current-account deficit decreased. I forecast this trend of reducing current-account deficit will continue in 2018-2022, which will be also supported by growing private consumption and stable foreign direct investments inflows. In addition I think that political situation in the country will remain stable in the mid-term, so I have positive outlook on the economic development of Georgia.
- Positive sentiment for helping high-tech businesses in Hong Kong - a promise given by Hong Kong's chief executive, Carrie Lam Cheng Yuet-ngor to reduce the profit tax on companies and grand tax remissions for their investments in R&D (research and development). This doubtless would attract existing business to invest more in qualifying research and development as well as would attract new investments from abroad to establish new technical divisions in Hong Kong
- I scrutinizes over economist's outlook for the Australian economy in 2018, they are cautiously optimistic, driven largely by improving global conditions but I doubt that such a global conditions will improve. Indeed, do not see the solid reasons for it. Thus, I would put a negative tax on GDP. Also, not to forget the adverse statistic for household consumption in Australia which adds more uncertainty on it. I may refresh your memory - Australia has one of the highest debt-to-GDP ratios for houseless in the world. A little and sudden interest increase will lead to problems on debt servicing for households followed by well-known problems for economic growth
Australia (Unemployment (%))
- According to the data of the national statistics office of Georgia, the real GDP growth increased from 2.8% in 2016 to 5% in 2017. This growth was driven by the construction, consumer goods trade, manufacturing, transport, financial services and real estate. Also on the back of increasing export volumes and prices, recovery in remittances from Russia and stable growth of earnings from tourism, the current-account deficit decreased. I forecast this trend of reducing current-account deficit will continue in 2018-2022, which will be also supported by growing private consumption and stable foreign direct investments inflows. In addition I think that political situation in the country will remain stable in the mid-term, so I have positive outlook on the economic development of Georgia.
- Positive sentiment for helping high-tech businesses in Hong Kong - a promise given by Hong Kong's chief executive, Carrie Lam Cheng Yuet-ngor to reduce the profit tax on companies and grand tax remissions for their investments in R&D (research and development). This doubtless would attract existing business to invest more in qualifying research and development as well as would attract new investments from abroad to establish new technical divisions in Hong Kong
- I scrutinizes over economist's outlook for the Australian economy in 2018, they are cautiously optimistic, driven largely by improving global conditions but I doubt that such a global conditions will improve. Indeed, do not see the solid reasons for it. Thus, I would put a negative tax on GDP. Also, not to forget the adverse statistic for household consumption in Australia which adds more uncertainty on it. I may refresh your memory - Australia has one of the highest debt-to-GDP ratios for houseless in the world. A little and sudden interest increase will lead to problems on debt servicing for households followed by well-known problems for economic growth
- I scrutinizes over economist's outlook for the Australian economy in 2018, they are cautiously optimistic, driven largely by improving global conditions but I doubt that such a global conditions will improve. Indeed, do not see the solid reasons for it. Thus, I would put a negative tax on GDP. Also, not to forget the adverse statistic for household consumption in Australia which adds more uncertainty on it. I may refresh your memory - Australia has one of the highest debt-to-GDP ratios for houseless in the world. A little and sudden interest increase will lead to problems on debt servicing for households followed by well-known problems for economic growth
Company
Georgia (Real GDP)
- According to the data of the national statistics office of Georgia, the real GDP growth increased from 2.8% in 2016 to 5% in 2017. This growth was driven by the construction, consumer goods trade, manufacturing, transport, financial services and real estate. Also on the back of increasing export volumes and prices, recovery in remittances from Russia and stable growth of earnings from tourism, the current-account deficit decreased. I forecast this trend of reducing current-account deficit will continue in 2018-2022, which will be also supported by growing private consumption and stable foreign direct investments inflows. In addition I think that political situation in the country will remain stable in the mid-term, so I have positive outlook on the economic development of Georgia.
Hong Kong (Real GDP)
- According to the data of the national statistics office of Georgia, the real GDP growth increased from 2.8% in 2016 to 5% in 2017. This growth was driven by the construction, consumer goods trade, manufacturing, transport, financial services and real estate. Also on the back of increasing export volumes and prices, recovery in remittances from Russia and stable growth of earnings from tourism, the current-account deficit decreased. I forecast this trend of reducing current-account deficit will continue in 2018-2022, which will be also supported by growing private consumption and stable foreign direct investments inflows. In addition I think that political situation in the country will remain stable in the mid-term, so I have positive outlook on the economic development of Georgia.
- Positive sentiment for helping high-tech businesses in Hong Kong - a promise given by Hong Kong's chief executive, Carrie Lam Cheng Yuet-ngor to reduce the profit tax on companies and grand tax remissions for their investments in R&D (research and development). This doubtless would attract existing business to invest more in qualifying research and development as well as would attract new investments from abroad to establish new technical divisions in Hong Kong
Australia (Real GDP)
- According to the data of the national statistics office of Georgia, the real GDP growth increased from 2.8% in 2016 to 5% in 2017. This growth was driven by the construction, consumer goods trade, manufacturing, transport, financial services and real estate. Also on the back of increasing export volumes and prices, recovery in remittances from Russia and stable growth of earnings from tourism, the current-account deficit decreased. I forecast this trend of reducing current-account deficit will continue in 2018-2022, which will be also supported by growing private consumption and stable foreign direct investments inflows. In addition I think that political situation in the country will remain stable in the mid-term, so I have positive outlook on the economic development of Georgia.
- Positive sentiment for helping high-tech businesses in Hong Kong - a promise given by Hong Kong's chief executive, Carrie Lam Cheng Yuet-ngor to reduce the profit tax on companies and grand tax remissions for their investments in R&D (research and development). This doubtless would attract existing business to invest more in qualifying research and development as well as would attract new investments from abroad to establish new technical divisions in Hong Kong
- I scrutinizes over economist's outlook for the Australian economy in 2018, they are cautiously optimistic, driven largely by improving global conditions but I doubt that such a global conditions will improve. Indeed, do not see the solid reasons for it. Thus, I would put a negative tax on GDP. Also, not to forget the adverse statistic for household consumption in Australia which adds more uncertainty on it. I may refresh your memory - Australia has one of the highest debt-to-GDP ratios for houseless in the world. A little and sudden interest increase will lead to problems on debt servicing for households followed by well-known problems for economic growth
Australia (Unemployment (%))
- According to the data of the national statistics office of Georgia, the real GDP growth increased from 2.8% in 2016 to 5% in 2017. This growth was driven by the construction, consumer goods trade, manufacturing, transport, financial services and real estate. Also on the back of increasing export volumes and prices, recovery in remittances from Russia and stable growth of earnings from tourism, the current-account deficit decreased. I forecast this trend of reducing current-account deficit will continue in 2018-2022, which will be also supported by growing private consumption and stable foreign direct investments inflows. In addition I think that political situation in the country will remain stable in the mid-term, so I have positive outlook on the economic development of Georgia.
- Positive sentiment for helping high-tech businesses in Hong Kong - a promise given by Hong Kong's chief executive, Carrie Lam Cheng Yuet-ngor to reduce the profit tax on companies and grand tax remissions for their investments in R&D (research and development). This doubtless would attract existing business to invest more in qualifying research and development as well as would attract new investments from abroad to establish new technical divisions in Hong Kong
- I scrutinizes over economist's outlook for the Australian economy in 2018, they are cautiously optimistic, driven largely by improving global conditions but I doubt that such a global conditions will improve. Indeed, do not see the solid reasons for it. Thus, I would put a negative tax on GDP. Also, not to forget the adverse statistic for household consumption in Australia which adds more uncertainty on it. I may refresh your memory - Australia has one of the highest debt-to-GDP ratios for houseless in the world. A little and sudden interest increase will lead to problems on debt servicing for households followed by well-known problems for economic growth
- I scrutinizes over economist's outlook for the Australian economy in 2018, they are cautiously optimistic, driven largely by improving global conditions but I doubt that such a global conditions will improve. Indeed, do not see the solid reasons for it. Thus, I would put a negative tax on GDP. Also, not to forget the adverse statistic for household consumption in Australia which adds more uncertainty on it. I may refresh your memory - Australia has one of the highest debt-to-GDP ratios for houseless in the world. A little and sudden interest increase will lead to problems on debt servicing for households followed by well-known problems for economic growth
En+ Group PLC
- According to the data of the national statistics office of Georgia, the real GDP growth increased from 2.8% in 2016 to 5% in 2017. This growth was driven by the construction, consumer goods trade, manufacturing, transport, financial services and real estate. Also on the back of increasing export volumes and prices, recovery in remittances from Russia and stable growth of earnings from tourism, the current-account deficit decreased. I forecast this trend of reducing current-account deficit will continue in 2018-2022, which will be also supported by growing private consumption and stable foreign direct investments inflows. In addition I think that political situation in the country will remain stable in the mid-term, so I have positive outlook on the economic development of Georgia.
- Positive sentiment for helping high-tech businesses in Hong Kong - a promise given by Hong Kong's chief executive, Carrie Lam Cheng Yuet-ngor to reduce the profit tax on companies and grand tax remissions for their investments in R&D (research and development). This doubtless would attract existing business to invest more in qualifying research and development as well as would attract new investments from abroad to establish new technical divisions in Hong Kong
- I scrutinizes over economist's outlook for the Australian economy in 2018, they are cautiously optimistic, driven largely by improving global conditions but I doubt that such a global conditions will improve. Indeed, do not see the solid reasons for it. Thus, I would put a negative tax on GDP. Also, not to forget the adverse statistic for household consumption in Australia which adds more uncertainty on it. I may refresh your memory - Australia has one of the highest debt-to-GDP ratios for houseless in the world. A little and sudden interest increase will lead to problems on debt servicing for households followed by well-known problems for economic growth
- I scrutinizes over economist's outlook for the Australian economy in 2018, they are cautiously optimistic, driven largely by improving global conditions but I doubt that such a global conditions will improve. Indeed, do not see the solid reasons for it. Thus, I would put a negative tax on GDP. Also, not to forget the adverse statistic for household consumption in Australia which adds more uncertainty on it. I may refresh your memory - Australia has one of the highest debt-to-GDP ratios for houseless in the world. A little and sudden interest increase will lead to problems on debt servicing for households followed by well-known problems for economic growth
- The inclusion of En+ and Rusal, as the biggest asset in En+ portfolio, in the new U.S. sanctions list have caused enormous damage to the Company's business, which was reflected in a strong fall in the price of En+ shares. I don't believe, that En+ would be excluded from the sanctions list in the mid-term, so I have negative outlook for the Company's shares.
Rogers Communications Inc
- According to the data of the national statistics office of Georgia, the real GDP growth increased from 2.8% in 2016 to 5% in 2017. This growth was driven by the construction, consumer goods trade, manufacturing, transport, financial services and real estate. Also on the back of increasing export volumes and prices, recovery in remittances from Russia and stable growth of earnings from tourism, the current-account deficit decreased. I forecast this trend of reducing current-account deficit will continue in 2018-2022, which will be also supported by growing private consumption and stable foreign direct investments inflows. In addition I think that political situation in the country will remain stable in the mid-term, so I have positive outlook on the economic development of Georgia.
- Positive sentiment for helping high-tech businesses in Hong Kong - a promise given by Hong Kong's chief executive, Carrie Lam Cheng Yuet-ngor to reduce the profit tax on companies and grand tax remissions for their investments in R&D (research and development). This doubtless would attract existing business to invest more in qualifying research and development as well as would attract new investments from abroad to establish new technical divisions in Hong Kong
- I scrutinizes over economist's outlook for the Australian economy in 2018, they are cautiously optimistic, driven largely by improving global conditions but I doubt that such a global conditions will improve. Indeed, do not see the solid reasons for it. Thus, I would put a negative tax on GDP. Also, not to forget the adverse statistic for household consumption in Australia which adds more uncertainty on it. I may refresh your memory - Australia has one of the highest debt-to-GDP ratios for houseless in the world. A little and sudden interest increase will lead to problems on debt servicing for households followed by well-known problems for economic growth
- I scrutinizes over economist's outlook for the Australian economy in 2018, they are cautiously optimistic, driven largely by improving global conditions but I doubt that such a global conditions will improve. Indeed, do not see the solid reasons for it. Thus, I would put a negative tax on GDP. Also, not to forget the adverse statistic for household consumption in Australia which adds more uncertainty on it. I may refresh your memory - Australia has one of the highest debt-to-GDP ratios for houseless in the world. A little and sudden interest increase will lead to problems on debt servicing for households followed by well-known problems for economic growth
- The inclusion of En+ and Rusal, as the biggest asset in En+ portfolio, in the new U.S. sanctions list have caused enormous damage to the Company's business, which was reflected in a strong fall in the price of En+ shares. I don't believe, that En+ would be excluded from the sanctions list in the mid-term, so I have negative outlook for the Company's shares.
- I assume that Roger has significant growth prospects as a result of wireless industry development in Canada, as well as recovery in advertising market. However, I think that share price growth will be limited due to low dividend yield and increased competition in both the wireless and wireline businesses.
Westpac Banking Corp
- According to the data of the national statistics office of Georgia, the real GDP growth increased from 2.8% in 2016 to 5% in 2017. This growth was driven by the construction, consumer goods trade, manufacturing, transport, financial services and real estate. Also on the back of increasing export volumes and prices, recovery in remittances from Russia and stable growth of earnings from tourism, the current-account deficit decreased. I forecast this trend of reducing current-account deficit will continue in 2018-2022, which will be also supported by growing private consumption and stable foreign direct investments inflows. In addition I think that political situation in the country will remain stable in the mid-term, so I have positive outlook on the economic development of Georgia.
- Positive sentiment for helping high-tech businesses in Hong Kong - a promise given by Hong Kong's chief executive, Carrie Lam Cheng Yuet-ngor to reduce the profit tax on companies and grand tax remissions for their investments in R&D (research and development). This doubtless would attract existing business to invest more in qualifying research and development as well as would attract new investments from abroad to establish new technical divisions in Hong Kong
- I scrutinizes over economist's outlook for the Australian economy in 2018, they are cautiously optimistic, driven largely by improving global conditions but I doubt that such a global conditions will improve. Indeed, do not see the solid reasons for it. Thus, I would put a negative tax on GDP. Also, not to forget the adverse statistic for household consumption in Australia which adds more uncertainty on it. I may refresh your memory - Australia has one of the highest debt-to-GDP ratios for houseless in the world. A little and sudden interest increase will lead to problems on debt servicing for households followed by well-known problems for economic growth
- I scrutinizes over economist's outlook for the Australian economy in 2018, they are cautiously optimistic, driven largely by improving global conditions but I doubt that such a global conditions will improve. Indeed, do not see the solid reasons for it. Thus, I would put a negative tax on GDP. Also, not to forget the adverse statistic for household consumption in Australia which adds more uncertainty on it. I may refresh your memory - Australia has one of the highest debt-to-GDP ratios for houseless in the world. A little and sudden interest increase will lead to problems on debt servicing for households followed by well-known problems for economic growth
- The inclusion of En+ and Rusal, as the biggest asset in En+ portfolio, in the new U.S. sanctions list have caused enormous damage to the Company's business, which was reflected in a strong fall in the price of En+ shares. I don't believe, that En+ would be excluded from the sanctions list in the mid-term, so I have negative outlook for the Company's shares.
- I assume that Roger has significant growth prospects as a result of wireless industry development in Canada, as well as recovery in advertising market. However, I think that share price growth will be limited due to low dividend yield and increased competition in both the wireless and wireline businesses.
- I continue to see WBC as an attractive investment despite pressure from mortgage competition. First, I believe in its strong returns due to (1) strong customer offerings (including digital), (2) leading Wealth Manager, (3) deep relationships with its large customers. Second, I expect that management will be able to reach its 2-3% cost growth target to maintain cost-to-income ratio towards 40%.
State Bank of India
- According to the data of the national statistics office of Georgia, the real GDP growth increased from 2.8% in 2016 to 5% in 2017. This growth was driven by the construction, consumer goods trade, manufacturing, transport, financial services and real estate. Also on the back of increasing export volumes and prices, recovery in remittances from Russia and stable growth of earnings from tourism, the current-account deficit decreased. I forecast this trend of reducing current-account deficit will continue in 2018-2022, which will be also supported by growing private consumption and stable foreign direct investments inflows. In addition I think that political situation in the country will remain stable in the mid-term, so I have positive outlook on the economic development of Georgia.
- Positive sentiment for helping high-tech businesses in Hong Kong - a promise given by Hong Kong's chief executive, Carrie Lam Cheng Yuet-ngor to reduce the profit tax on companies and grand tax remissions for their investments in R&D (research and development). This doubtless would attract existing business to invest more in qualifying research and development as well as would attract new investments from abroad to establish new technical divisions in Hong Kong
- I scrutinizes over economist's outlook for the Australian economy in 2018, they are cautiously optimistic, driven largely by improving global conditions but I doubt that such a global conditions will improve. Indeed, do not see the solid reasons for it. Thus, I would put a negative tax on GDP. Also, not to forget the adverse statistic for household consumption in Australia which adds more uncertainty on it. I may refresh your memory - Australia has one of the highest debt-to-GDP ratios for houseless in the world. A little and sudden interest increase will lead to problems on debt servicing for households followed by well-known problems for economic growth
- I scrutinizes over economist's outlook for the Australian economy in 2018, they are cautiously optimistic, driven largely by improving global conditions but I doubt that such a global conditions will improve. Indeed, do not see the solid reasons for it. Thus, I would put a negative tax on GDP. Also, not to forget the adverse statistic for household consumption in Australia which adds more uncertainty on it. I may refresh your memory - Australia has one of the highest debt-to-GDP ratios for houseless in the world. A little and sudden interest increase will lead to problems on debt servicing for households followed by well-known problems for economic growth
- The inclusion of En+ and Rusal, as the biggest asset in En+ portfolio, in the new U.S. sanctions list have caused enormous damage to the Company's business, which was reflected in a strong fall in the price of En+ shares. I don't believe, that En+ would be excluded from the sanctions list in the mid-term, so I have negative outlook for the Company's shares.
- I assume that Roger has significant growth prospects as a result of wireless industry development in Canada, as well as recovery in advertising market. However, I think that share price growth will be limited due to low dividend yield and increased competition in both the wireless and wireline businesses.
- I continue to see WBC as an attractive investment despite pressure from mortgage competition. First, I believe in its strong returns due to (1) strong customer offerings (including digital), (2) leading Wealth Manager, (3) deep relationships with its large customers. Second, I expect that management will be able to reach its 2-3% cost growth target to maintain cost-to-income ratio towards 40%.
- The State Bank of India has healthy asset quality and strong balance sheet. Bank demonstrates increasing in ROA and loan growth. On the other hand, we see more than expected corporate loan delinquencies, reduction in profitability to win market share and long-term positive effect from the merger. However, SIB is a prime candidate for the government support for capital, so my rating is Buy.
Great Wall Motor Co Ltd
- According to the data of the national statistics office of Georgia, the real GDP growth increased from 2.8% in 2016 to 5% in 2017. This growth was driven by the construction, consumer goods trade, manufacturing, transport, financial services and real estate. Also on the back of increasing export volumes and prices, recovery in remittances from Russia and stable growth of earnings from tourism, the current-account deficit decreased. I forecast this trend of reducing current-account deficit will continue in 2018-2022, which will be also supported by growing private consumption and stable foreign direct investments inflows. In addition I think that political situation in the country will remain stable in the mid-term, so I have positive outlook on the economic development of Georgia.
- Positive sentiment for helping high-tech businesses in Hong Kong - a promise given by Hong Kong's chief executive, Carrie Lam Cheng Yuet-ngor to reduce the profit tax on companies and grand tax remissions for their investments in R&D (research and development). This doubtless would attract existing business to invest more in qualifying research and development as well as would attract new investments from abroad to establish new technical divisions in Hong Kong
- I scrutinizes over economist's outlook for the Australian economy in 2018, they are cautiously optimistic, driven largely by improving global conditions but I doubt that such a global conditions will improve. Indeed, do not see the solid reasons for it. Thus, I would put a negative tax on GDP. Also, not to forget the adverse statistic for household consumption in Australia which adds more uncertainty on it. I may refresh your memory - Australia has one of the highest debt-to-GDP ratios for houseless in the world. A little and sudden interest increase will lead to problems on debt servicing for households followed by well-known problems for economic growth
- I scrutinizes over economist's outlook for the Australian economy in 2018, they are cautiously optimistic, driven largely by improving global conditions but I doubt that such a global conditions will improve. Indeed, do not see the solid reasons for it. Thus, I would put a negative tax on GDP. Also, not to forget the adverse statistic for household consumption in Australia which adds more uncertainty on it. I may refresh your memory - Australia has one of the highest debt-to-GDP ratios for houseless in the world. A little and sudden interest increase will lead to problems on debt servicing for households followed by well-known problems for economic growth
- The inclusion of En+ and Rusal, as the biggest asset in En+ portfolio, in the new U.S. sanctions list have caused enormous damage to the Company's business, which was reflected in a strong fall in the price of En+ shares. I don't believe, that En+ would be excluded from the sanctions list in the mid-term, so I have negative outlook for the Company's shares.
- I assume that Roger has significant growth prospects as a result of wireless industry development in Canada, as well as recovery in advertising market. However, I think that share price growth will be limited due to low dividend yield and increased competition in both the wireless and wireline businesses.
- I continue to see WBC as an attractive investment despite pressure from mortgage competition. First, I believe in its strong returns due to (1) strong customer offerings (including digital), (2) leading Wealth Manager, (3) deep relationships with its large customers. Second, I expect that management will be able to reach its 2-3% cost growth target to maintain cost-to-income ratio towards 40%.
- The State Bank of India has healthy asset quality and strong balance sheet. Bank demonstrates increasing in ROA and loan growth. On the other hand, we see more than expected corporate loan delinquencies, reduction in profitability to win market share and long-term positive effect from the merger. However, SIB is a prime candidate for the government support for capital, so my rating is Buy.
- Despite the fact that Great Wall Motor is a China's largest sport utility vehicle (SUV) and pick-up truck producer, I have negative outlook for its shares. My bearish outlook reflects the expectations of margin reduction due to price war expansion in the SUV market against the backdrop of the Company's lack of technological competitiveness. Although I see benefits from proposed JV of GWM with BMW, the outcomes may only come in 2020.
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