Feature Stories

Latest Stories

Regulatory scrutiny, political scrutiny, increased competition, a plunging housing market and a recalcitrant neighbour all add up to a grim outlook for Australian banks.

Apr 02 2019

Rudi’s Comprehensive Feb 2019 Review

A comprehensive assessment of the February 2019 reporting season that was dominated by vulnerabilities and weaknesses, but share market performance was supported by macro.

Mar 26 2019


By many metrics, the result season now past was one of the worst on record.

Mar 06 2019

Bank earnings results met expectations but broker views vary on just how bad things can get from here, with house prices falling and the Royal Commission report still due.

Dec 19 2018


Previous Stories

Rudi’s Comprehensive August 2018 Review

Oct 26 2018

A compilation of stories relating to the August 2018 corporate reporting season in Australia, published between late July and early September. Attached is FNArena’s final balance for the season.


Australian Banks: What Now?

Oct 10 2018

With bank reporting season approaching, and ANZ having already issued a warning, how do brokers assess the situation from here in the wake of the Royal Commission interim report?


August 2018 Reporting Season Wrap

Sep 12 2018

With reporting season now complete, we table the numbers and compare this season with those past.


China Slowing Into Trade War

Aug 13 2018

A trade war, if that is what is to eventuate, will do little to help a Chinese economy already showing clear signs of slowing.


Australian Equities Pre-August: Polarisation Remains The Word

Jul 27 2018

The story below was first published on 24 July 2018 as Weekly Insights. It has now been re-published as a Feature Story.


Gold And The Coming Crisis

Jun 28 2018

Research house Incrementum believes the tides are changing for global monetary policy, the reserve currency and technology. Such a changing of the tides could lead to another global crisis, from which gold would again provide a safe haven.


Australian Bank Reporting Season Wrap May 2018

Jun 06 2018

In the shadow of the Royal Commission, the Big Four banks have delivered results that point to a subdued outlook, while risks and uncertainties remain.


Rudi’s Comprehensive Feb 2018 Review

Mar 28 2018

A comprehensive assessment of the February 2018 reporting season that overwhelmingly surprised in a positive sense, but was unfortunately overshadowed by macro concerns.


FNArena Reporting Season Monitor February 2018

Mar 16 2018

The February 2018 result season has proven to be the most successful in the history of the FNArena Result Season Monitor.


Outlook For 2018: Australia

Jan 23 2018

Australia’s growth in 2017 has lagged that of a synchronised global economy, reflected in a positive but underperforming stock market. Is 2018 the year of catch-up? Or are further domestic pressures building?