Economics

Australia Investors Bracing for QE Within Months

  • RBA could start quantitative easing measures mid-year: Nomura
  • Nikko Asset is long semis, Kapstream favors short-dated bonds

Pedestrians walk past the Reserve Bank of Australia headquarters in Sydney, Australia.

Photographer: David Gray/Bloomberg
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A coronavirus-driven Australian slowdown may trigger unconventional monetary policy as soon as the middle of the year, according to market participants readying for QE.

The Reserve Bank of Australia may kick-start a bond buying program in a few months to buoy a battered economy, said AMP Capital Investors Ltd. Meanwhile, Kapstream Capital, BlackRock Inc. and Nikko Asset Management Ltd. are among funds that have been purchasing bonds in anticipation of further interest-rate cuts and the arrival of quantitative easing.