Podcast: The outlook for the USA, euro area, Japan and Australia By Michael Knox 14 August 2019, 1:45 PM In 2019 and 2020, Australia will still grow twice as fast as the euro area, twice as fast as Japan and faster than the USA. Read more...
REA Group: Stalled but hopeful By Ivor Ries 13 August 2019, 4:27 PM REA's powerful Australian residential marketplace franchise delivered another year of strong growth, against the odds, in FY19. Read more...
Commonwealth Bank: it's possible to over-love a bank By Azib Khan 09 August 2019, 6:31 PM We continue to view CBA's current share price multiples as stretched, and CBA remains our least preferred major bank for this reason Read more...
Suncorp Group: A better direction being painted By Richard Coles 09 August 2019, 6:15 PM While SUN is going through a transition phase this year, we ultimately think steps to refocus and de-risk the business will drive a re-rating over time. Read more...
Transurban Group: taking the M5 to 100% By Nathan Lead 09 August 2019, 5:49 PM TCL could be considered to be within the bounds of fair value Read more...
Technical Analysis: 9 August 2019 By Violeta Todorova 09 August 2019, 5:17 PM Gold, Evolution Mining, Newcrest Mining, Northern Star, Perseus Mining, Ramelius Resources, Red 5, Regis Resources, Resolute Mining, St Barbara and Westgold Resources. Read more...
Reporting Season Preview: Telecommunications By Nick Harris 09 August 2019, 4:56 PM Analysis on the Telecommunications sector ahead of the August Reporting Season 2019. Read more...
Technical Analysis: 8 August 2019 By Violeta Todorova 09 August 2019, 12:00 AM AUD/USD, US 10 Year Bond rate, Aus 10 Year Bond Rate and Spot Gold Read more...
Rocks and Stocks: Still value to be found in gold By Dorab Postmaster 06 August 2019, 5:00 PM Geopolitical uncertainty, made worse by ongoing US-China trade fears, has shepherded investors into gold and the US dollar (global reserve currency) as a safe haven. Read more...
Equity Strategy: Trump tariffs China By Michael Knox 06 August 2019, 4:38 PM In recent days, world capital markets have been convulsed. It is widely said that this is the result of the aggressive trade negotiation that US President Donald Trump is having with China. In this piece, what I want to look at is first the effects of Trump's tariff proposals relative to the size of US GDP. I then want to look at the position of US financial markets, relative to their underlying fundamentals. Read more...