Daily FNArena News

That Foster’s should downgrade earnings and write down assets is irrelevant. What is relevant is what happens next.

A surging population in Australia and an influential new relationship with China is changing the face of Australia’s economy, according to CommSec.

Salmon farmer Tassal Group has a solid earnings growth outlook but this is largely priced according to Austock Securities, which has initiated coverage with a Hold rating.

ChemGenex re-owns the rights to its omacetaxine compound and with the company now focused on cancer ABN Amro Morgans sees it as a possible corporate target.

This week sees the US holding its breath for the monthly CPI while inflation expectations in Australia will be closely scrutinised.

Market speculation is increasing Transurban will need to cut distributions to free up funds for capital expenditure, but brokers see value in the stock regardless.

US airlines are facing their toughest challenge since 9/11, while locally one broker questions Virgin Blue’s ability to survive. Qantas continues to slash capacity.

Australia’s iron ore producers are set to enjoy a boom – not just due to Chinese demand, but due to the higher price of oil.

An explosion at the Varanus Island gas project in WA may impact on earnings for companies such as Iluka, Minara and Tap Oil, but the extent of any impact is currently unknown.

A swap of businesses between AXA and Challenger, a cashed up Macquarie sniffing around, and much asset divestment opens the door for plenty of activity in this space.