Now that the Aussie has fallen 10% while commodity prices have remained relatively stable, analysts assess the benefit to Australian energy sector stock valuations.
PFP Wealth’s Tim Price reviews the “Permanent Portfolio”, while offering his reasons as to why he remains in favour of its methodology.
FNArena’s weekly update on short positions in the Australian share market.
A wrap of the day’s activity on the Australian stock market.
Brokers argue the market has unnecessarily de-rated Lend Lease, the past month and following yesterday’s company update.
Many in the uranium market were in Turkey last week talking up the increasing importance of the growing markets of Asia, but it didn’t help the price much.
Michael Gable of Novus Capital suggests the ASX 200 has now bounced and should retrace some of its fall, providing a short term opportunity.
Analysts mostly expect a slow recovery in Australian retail spending but low income and high household cost growth has one broker arguing an even more difficult FY14 for retailers.
Danske Bank has put out its latest barometer on the US, Europe and China, measuring the prospects for a global economic recovery, while Merrill Lynch warns of slowing growth in Australia.
Peter Switzer of the Switzer Super Report does not fear Fed tapering and sees value now available in Australian stocks.
