Daily FNArena News

Next time it will all be different. Chinese steel mills are determined to dominate next year’s negotiations, but can they defy market fundamentals?

Citigroup believes high-yielding REIT Macquarie DDR has been unfairly treated and now offers considerable value, even in the face of interest rate rises.

JP Morgan sees an opportunity in Candle Australia as increased IT spending and past acquisitions should guarantee strong profit growth.

Reader John Bedson sold his entire portfolio of equities immediately before the May 2006 correction. He is buying again while keeping 75% in cash.

By Chris Shaw The decision by CSL (CSL) management to bring forward a contingency payment of US$250m relating to the…

UBS is very excited about UK "last mile" utility Inexus, 80% owned by Challenger Infra, which it sees as offering 60% upside.

Weekly musings from your editor.

There is a lot of fear in the market that a rise in Japanese interest rates for the first time in years will spark a reversal of yen carry trades and trigger a collapse of all world markets. Morgan Stanley joins the list of those believing the notion is seriously flawed.

Central Banks have not sold as much gold as they are allowed to, and other central banks have not bought as expected. Curious.

Consensus forecasts for global inflation are trending higher. Further monetary tightening seems but logical, CommBank says.