Daily FNArena News

Both HSBC and Deutsche Bank remain positive on the longer-term outlook for Asian markets, but suggest defensive exposures should be a focus for investors.

Takeover speculation has pushed Alumina’s share price higher, but this has been overdone, Morgan Stanley argues, while still remaining bullish on the stock.

The market is factoring in an increase in offical rates by the Bank of Japan next week, with the experts suggesting the economy is now strong enough to withstand such a move.

ANZ Bank suggests the Chinese currency is not that far from fair value, and moves to stabilise the banking sector will take priority over currency revaluations.

What’s worse? An initiation report with a Sell rating or a report explaining why initiation won’t occur? A reborn ReAc just doesn’t make the grade it seems.

Weekly musings from your editor.

iiNet may only just be recovering from the battering it took in May following earnings downgrades, but competition in the ADSL2+ market may force the company to lower its prices.

Industry feedback suggests iron ore prices will climb further in the next few years, as supply is not expected to be able to catch up with rising demand.

No surprises that the RBA wanted to let things run a bit before making the next decision. But the likelihood is another rise is due.

With the US Fed set to pause, DBS sees the Thai baht as overvalued and expects the Taiwan dollar to recover.