Get ready to buy, retail’s bad week & Bitcoin explained (sort of)

May 27th, 2017 Weekly Overview

European banks are about to start doing the opposite of quantitative easing, so hopefully the markets will do the opposite of what they do during QE and start selling off, providing buying opportunities for the rest of us.

Also this week, Bitcoins explained (sort of). Are they the modern equivalent of the mythical tulip market? And it’s been a bad week for retail, which only looks like getting worse.

SPECIAL: Budget 2017

May 12th, 2017 Research Watch

Rachel Alembakis reviews broker analysts reports in the days following Budget 2017-18.

In this analysis of Treasurer Scott Morrison’s Budget 2017-18, we examine first the macro-economic forecasts and assumptions to the proposals, then look in turn to the biggest announced pieces to the puzzle and possible equity impacts – the banks levy, the lifting of the Medicare cap, housing affordability measures (or lack thereof), infrastructure, insurance and superannuation, and retail.

Budget 2017, National Australia Bank, and global housing regulations

May 10th, 2017 Research Watch

Budget 2017 is here, and initial conclusions from the analysts is that it didn’t hold too many surprises. The big change will be the 0.6% levy on banks with more than $100 billion in deposits, while analysts flagged the new spending on infrastructure as well. We will bring you more coverage of brokers’ Budget conclusions in Alan’s Overview this Saturday.

What is Australia’s investment outlook?

May 2nd, 2017 FUNDamentals

Selected fund managers write exclusively for The Constant Investor and address our question of the week. We also summarise the latest opinions of leading fund managers to bring you a range of views in one convenient location.

Amazon, Fixed gold price and CPI causes debt worries

April 27th, 2017 Talking Finance

Amazon is coming and Australian retailers need to prepare themselves. Morgan Stanley says online sellers and shopping mall could feel the strain in the coming years, but Ruslan Kogan is enthusiastic about their arrival.

Meanwhile RBC Capital Markets forecasts less up and down in gold prices with a fixed price long term view. And Annette Beacher from TD Securities has some worries about debt levels following this week’s CPI data.

Kogan says Amazon isn’t a threat, just an additional marketplace

April 27th, 2017 Full Interviews

Ruslan Kogan believes Amazon creates information parity between brands, distributors and the consumer. It will give consumers more information to make rational decisions and he aims to make that decision to buy from Kogan.

CPI Numbers: Retail sector offering deep discounts to shift product

April 26th, 2017 Full Interviews

Today’s CPI data for the quarter came in slightly lower than expected.

Annette Beacher, Chief Asia Pacific Economist for TD Securities says fuel and the seasonal increases in education are in-line with predictions.

Amazon – The Country Killer is on its way to Australian shores

April 26th, 2017 Full Interviews

Amazon is coming to Australian shores and is expected to disrupt the retail market albeit with only one distribution centre – to start.

Nathan Lim, Head of Research at Morgan Stanley Australia says Australia does around $300 billion in retail sales annually and Amazon already claims $1 billion of that with its limited reach on Australian wallets.

AGL Energy outperforms ASX200, but can it continue to rise?

April 26th, 2017 Research Watch

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.

What is the greatest risk for investors in 2017?

April 25th, 2017 FUNDamentals

In the FUNDamentals, we invite fund managers to write exclusively for The Constant Investor and address our question of the week. We also summarise the latest opinions of leading fund managers to bring you a range of views in one convenient location.




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