As we are not seeing anything like the credit crunch of 2008, brokers remain confident of value on offer in stock markets with Australian resources and energy highly favoured.
A glance through the latest expert views and predictions about commodities, with Barclays seeing oil price risk to the upside at current levels and the super tax impact on iron ore examined.
With steep discounts to more stable net tangible asset valuations, JP Morgan has become very keen on Australian real estate trusts, while Merrill Lynch favours retail over office.
A snapshot of economist responses to today’s Westpac leading economic index and first quarter construction work done.
Brokers see Australian stocks now offering value, especially in the resources sector.
Without the North’s backing of China, Danske Bank cannot see a war erupting on the Korean peninsular.
Antipodean Capital suggests the short-term technical picture for US equities is positive as prices respected support before bouncing higher.
Deusche Bank looks at emerging comapniues exposed to US growth while JP Morgan forecasts changes to index constiuents.
Citi suggests China will slow its slowing while Merrill Lynch sees value in Australian banks.
A glance through the latest expert views and predictions about commodities, with iron ore prices under pressure for the next couple of quarters and Oz steel earnings boosted by a weaker Oz dollar.
