Oct 20 2017
Conditions for Australia’s big banks are, if anything, improving, but brokers cannot become excited while political scrutiny continues to dominate.
Sep 21 2017
The final verdict over an August reporting season that, all in all, failed to put a bid under the Australian share market.
Sep 05 2017
A summary of the previous session’s corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments.
Jul 27 2017
The matter of capital requirements has finally been resolved by APRA, but do bank investors have anything to look forward to?
Apr 05 2017
How will further lending restrictions now imposed by APRA impact on bank earnings and the housing market?
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.
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?
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.
Dec 22 2016
Equity strategists and economists provide their views and forecasts for the Australian economy and stock market in 2017.
Dec 19 2016
Equity strategists and economists provide their views and forecasts for the global economy in 2017.
Feb 22 2019 - Australia
Feb 22 2019 - Weekly Reports
Feb 22 2019 - Technicals
Feb 22 2019 - ESG Focus
Feb 22 2019 - Daily Market Reports
Jan 25 2019 - Rudi's View
Jan 30 2019 - Australia
Jan 29 2019 - Weekly Reports
Feb 01 2019 - Commodities
Feb 05 2019 - Technicals
Feb 07 2019 - Rudi's View