Daily FNArena News

Number two in our series of book reviews this week.

A glance through the latest expert views and predictions about commodities with Hallgarten and Barclays Capital offering different views on precious metals and UBS updating its preferred Oz commodity exposures.

The latest report from Baxter of the US leads brokers to suggest CSL is gaining market share at that company’s expense, though opinions remain divided on the value in CSL at current levels.

The quant boffins are out in force with their surprise predictions, Morgan Stanley looks at small caps while Merrill Lynch calls current FY11 forecasts “absurd”.

As extra value-add, FNArena publishes book reviews this week. Today’s is the first in an initial series of three.

A glance through the latest expert views and predictions about commodities with caution on thermal coal short-term, iron ore prices possibly having bottomed and still a lack of pricing tension in base metals markets.

PanAust delivered a solid quarterly production report and with a number of growth options available brokers remain almost unanimously positive on the stock at current levels.

In a case of deja vu for Australians, the US Democrats have decided to shelve their ETS plans ahead of the mid-term elections given lack of Republican support.

Brokers discuss healthcare while JP Morgan looks for surprises and RBS points out where $37bn in franking credits could be accessed.

Brokers are sticking to 24% upside targets for BHP.