Australia the envy of the world, says Esho Capital

We recently spoke with ausbiz TV in Australia about the upcoming US Presidential election and the impact it will have on global growth, including commodity prices.

We touched on a range of issues, but our central thesis (shared here in Esho Capital Insights) that higher growth will lead to higher commodity prices. Australia is well-placed to capture this trend as a commodity economy.

Our government fiscal position benefits from rising commodity prices, as do jobs and our currency. We explore this in more detail in the interview, which you can watch by clicking the link below.