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Rudi’s August 2017 Review

The final verdict over an August reporting season that, all in all, failed to put a bid under the Australian share market.

Sep 21 2017

A summary of the previous session’s corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments.

Sep 05 2017


The matter of capital requirements has finally been resolved by APRA, but do bank investors have anything to look forward to?

Jul 27 2017

How will further lending restrictions now imposed by APRA impact on bank earnings and the housing market?

Apr 05 2017


Previous Stories

Rudi’s February 2017 Review

Mar 31 2017

Post-event assessment of the February 2017 reporting season in Australia which laid bare significant market polarisation and saw the come-back of large caps.


Australian Banks: Risks And Valuations

Mar 23 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?


FNArena Reporting Season Monitor Feb 2017

Mar 16 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.


The Outlook For 2017: Australia

Dec 22 2016

Equity strategists and economists provide their views and forecasts for the Australian economy and stock market in 2017.


The Outlook For 2017: International

Dec 19 2016

Equity strategists and economists provide their views and forecasts for the global economy in 2017.


A New Era For Australian Banks

Oct 05 2016

Are Australian bank returns on equity really too high? What lies ahead for the banking sector?


Where Are The Buying Opportunities In A-REITs?

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.


LNG: A Problem Of Surging Supply

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.


FNArena Reporting Season Monitor August 2016

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.


The Power Of Lithium

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?