May 24th, 2017
Richard Morrow from Baillieu Holst says global markets are facing unprecedented challenges and it’s stemming from political uncertainty.
May 24th, 2017
This week, analysts look at the April employment figures and economic growth on a state-by-state level. Also, private health insurers Nib and Medibank don’t look so healthy to some, and another research house returns to covering Boral.
May 17th, 2017
Digesting the RBA May meeting minutes means making a meal of the RBA’s evolving view of part-time employment by choice versus underemployment. Meanwhile, to quote Game of Thrones, winter is coming, and Credit Suisse downgrades both AGL and Origin on analysis that the peak in gas and electricity prices is also coming this winter. Also, the news is good for Newcrest’s Cadia mine, with earthquake damage not as severe as it could have been.
May 15th, 2017
Located in the iron ore rich Pilbara region of Western Australia with close proximity to Asia and India, Fortescue is the world’s fourth largest iron ore producer. 15 May 2017 Barry Dawes speaks to James Brandis What’s been happening with Fortescue Metals Group (ASX: FMG) for the past few months? We’ve had quite bit of volatility in … Continue reading “Fortescue”
May 15th, 2017
Northern Star Resources Limited is a global-scale Australian gold producer with world-class projects located in highly prospective and low sovereign risk regions of Western Australia and the Northern Territory. 15 May 2017 Barry Dawes spoke to James Brandis Would you like to hold Northern Star (ASX: NST) or replace it with something more attractive? The … Continue reading “Northern Star”
May 3rd, 2017
This week, policy wonks, political geeks and financial number-crunchers turn their attention to Canberra in the lead up to Budget Night 2017, and analysts have already begun to look at potential impacts on various sectors. Meanwhile, the banks are releasing their half yearly figures, and some are questioning how long the good times (or earnings) are going to roll, if mortgage repricing begins to slacken. Plus, if you think Amazon is only going to impact on the retail sector, Morgan Stanley urges you to think again.
May 1st, 2017
Milton Corporation is an Australian Listed Investment Company since 1958. 1 May 2017 Peter Rae spoke to Alan Kohler Hunter Hall – almost the minute you recommended them, the world fell apart. Yes, it was very unexpected. I’d only met with Peter Hall just a few weeks before that, and there was no indication … Continue reading “Milton Corporation replaces Hunter Hall”
April 26th, 2017
This week, the markets prepare for the release of the first quarter inflation figures (hint: it’s not going to be huge number), Ord Minnett downgrades AGL Energy on assessment that the company has reached the top and has to stop, analysis of how China’s move to crack down on pollution from aluminium production may be a boon for Australian producers, and brokers prepare to bid farewell to DUET Group, after Treasury and the FIRB approve the CKI-led takeover.
April 22nd, 2017
I’ve had an epiphany! I was going to call it my eureka moment, but I’ve already done that.
My epiphany relates to the Fourth Industrial Revolution – it’s not about technology or automation, it’s about the dominance of customers. So the winner will always be the best product as you’ll discover in my Overview today.
I’ve also included a fascinating interview with professor of international economics Richard Baldwin. He’s got some great insights into future uses of technology like virtual and augmented reality and he reckons we’re about to have our own steam revolution in Australia.
There’s a salutary tale about downsizing the family home that nobody over the age of 60 can afford to miss. I’ll explain the nuances of RBA board meeting minutes, look at the rapid drop in Iron Ore and give you Greenspan’s nonagenarian view on Trump’s US dollar.
April 20th, 2017
Card carrying secular stagnationist Gerard Minack expects reflation to run out of steam in the second half of the year.