Markets am: Investors start second half in cautious mood, Aussie...


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Financial Times
Markets morning briefing
Monday July 01 2013

Markets
 
Investors start second half in cautious mood
Investors put some money to work at start of third quarter, buoyed by Japanese data but concerned by disappointing news on the Chinese economy
http://link.ft.com/r/XYEWFF/IEG112/BMU6DR/KQYKAN/CWG4YX/SN/h?a1=2013&a2=7&a3=1
 
Aussie will struggle to regain its highs
Prospect of further RBA easing coupled with speculation that the Federal Reserve will start tapering its quantitative easing suggests the Australian dollar will struggle now to trade back to its record highs against the US dollar
http://link.ft.com/r/XYEWFF/IEG112/BMU6DR/KQYKAN/XBQHOB/SN/h?a1=2013&a2=7&a3=1
 
UK miners, financials gain despite China
London's FTSE 100 index, heavily weighted towards mining stocks, was unperturbed by weak-looking manufacturing data coming out of China
http://link.ft.com/r/XYEWFF/IEG112/BMU6DR/KQYKAN/VTIL8L/SN/h?a1=2013&a2=7&a3=1
 
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