How will further lending restrictions now imposed by APRA impact on bank earnings and the housing market?
Apr 05 2017
Housing bubble bursts? Fed hikes rapidly? Australia loses its AAA rating? Regulators tighten the screws? With all that is potentially facing Australia’s major banks, are they overvalued?
Mar 23 2017
A summary of the 2017 February reporting season’s corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments. Now open for general readership.
Mar 16 2017
The Outlook For 2017: Australia
Equity strategists and economists provide their views and forecasts for the Australian economy and stock market in 2017.
Dec 22 2016
Dec 19 2016
Equity strategists and economists provide their views and forecasts for the global economy in 2017.
Oct 05 2016
Are Australian bank returns on equity really too high? What lies ahead for the banking sector?
Sep 29 2016
For those wanting to partake in A-REIT investment brokers take a look at where the buying opportunities lie, given recent underperformance of the sector.
Sep 22 2016
As the long-awaited Australian ramp-up in new LNG production capacity begins to manifest, the issue is one of global oversupply.
Sep 20 2016
A summary of the previous session’s corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments.
May 27 2016
Lithium is the latest “hot” commodity, despite having already been so in the past. But this time the rise of the lithium battery is making the realistic difference. What is the outlook for lithium, and how can investors jump on for the ride?
Apr 27 2016
The Fed-related rally in the Aussie dollar is confounding preferred equity portfolio allocations but strategists suggest holding on to the theme.
Apr 21 2016
The oil price may have bounced substantially but broker views on where it’s now headed vary, which impacts on views on Australia’s major energy stocks.
Mar 22 2016
In light of increased global anxiety over a slowing Chinese economy, economists assess the issues facing the world’s vital growth engine.
Mar 10 2016
Not bad as feared, conclude analysts post the February reporting season, but what exactly does it mean?
Apr 12 2017 - Australia
Mar 28 2017 - Weekly Reports
Apr 11 2017 - Weekly Reports
Apr 03 2017 - Small Caps
Mar 30 2017 - Australia
Apr 05 2017 - Rudi's View