It’s been more than seven months since the initial nation-wide lockdown dramatically changed consumer behaviour. As restrictions ease, will everything go back to “normal”, or has the future of retail been altered forever?
Oct 13 2020
A comprehensive assessment of Australia’s corporate results in February and August 2020, amidst coronavirus pandemic and fall-out, economic disruption, more extreme central bank policies and ongoing tension between the world’s two super powers
Oct 02 2020
The Treasurer has re-eased bank lending restrictions recently tightened as a result of the Royal Commission, in order to stimulate the economy. Will it work?
Sep 30 2020
The August result season could be called “best ever” in terms of beats to misses, but in 2020, such a conclusion would be misinformed
Sep 09 2020
Aug 05 2020
The pandemic is set to accelerate existing trends for retail shopping malls, with direct effects upon valuations for listed REITs
Jul 30 2020
Covid has caused all sorts of upheaval across Australia’s rented property market, with significant implications for private investors and investors in listed property stocks
Jul 10 2020
With stocks markets now pricing in a V-bounce economic recovery, while the global case-count rises unabated, what are the prospects for stock markets being right? And what further considerations of a life after covid have since developed?
Jun 10 2020
Central banks have now exhibited just what extent of tools they have available. Fiscal spending means deficits for a long time. Rates will not just be lower for longer, but zero. Big Tech and China are virus winners.
Jun 02 2020
There has been much speculation life will have changed inexorably once the pandemic has passed, but will it? Such predictions inform where we should invest from here. Researchers and analysts offer their views.
May 25 2020
The focus of recent bank earnings reports was not that of earnings, but of capital positions and bad debt provisions in the face of a recession only just now manifesting.
May 14 2020
As economies begin to tentatively reopen in Australia and across the globe, analysts consider the possible bounce-back scenarios and sector and stock winners and losers.
Apr 29 2020
Following a halving of peak losses for stock markets here and in the US, analysts weigh up the expected economic shock from here and whether the rebound can be justified.
Apr 20 2020
The government has enacted a Code of Conduct regarding landlord rent relief for SMEs, while large tenants are in negotiations, all of which will impact on REIT valuations and distributions.
Apr 08 2020
Just when bank analysts were attempting to forecast the possible extent of dividend cuts for Australia’s banks, along comes APRA to help make the banks’ decisions for them.
Oct 20 2020 - FYI
Oct 20 2020 - Australia
Oct 20 2020 - Book Reviews
Oct 20 2020 - FYI
Oct 20 2020 - Technicals
Sep 30 2020 - Daily Market Reports
Sep 22 2020 - Technicals
Oct 05 2020 - Daily Market Reports
Oct 09 2020 - Daily Market Reports
Oct 07 2020 - FYI
Oct 06 2020 - Technicals