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.
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 25 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.
May 14 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 29 2020
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.
Apr 01 2020
A recession is a given, as is an eventual stock market recovery. But a recovery is entirely dependent on just how deep the inevitable recession will prove to be, and just how long its lasts.
Mar 25 2020
History is littered with bear markets and recessions. We’re in a bear market and a recession is inevitable. Can history tell us how deep and long this bear market and recession will be?
Mar 20 2020
Nothing short of containment and massive coordinated monetary and fiscal stimulus will save the global economy, economists believe. The RBA is now in on the act and the Australian government is doing its bit as well.
Mar 10 2020
The February result season started out well but faded as the month progressed. Subsequent developments nevertheless ensure past earnings results now have little relevance.
Jan 29 2020
A sluggish economy and a strong stock market in 2019. Forecasts for 2020 are becoming increasingly diverse.
Dec 19 2019
The Australian stock market looks set to begin 2020 on from an overvalued position, making gains in the year hard to come by.
Dec 16 2019
Recession or recovery? The global economy is on a knife edge heading into 2020, due to ongoing uncertainties meeting renewed central bank support. How should investors greet the New Year?
Nov 29 2019
In the wake of bank reporting season, disappointed brokers cannot see how dividend levels can be sustained given the gale force headwinds blowing in FY20.
12:32 PM - Weekly Reports
12:25 PM - Feature Stories
11:58 AM - Australia
10:40 AM - Technicals
10:00 AM - Australia
May 05 2020 - Weekly Reports
May 05 2020 - Technicals
May 15 2020 - Rudi's View
May 27 2020 - Australia
May 25 2020 - Feature Stories
May 11 2020 - Australia