Daily FNArena News - Feature Stories
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How are global Generative AI tailwinds impacting on Australian companies, and which stocks are in the sweet-spot to benefit?
May 14 2024
A Megatrend like Generative AI creates an appealing top-down narrative, but how do investors understand the scope and size of the Generative AI market, alongside the opportunities versus the risks?
May 09 2024
Fierce rallies in technology related share prices are eliciting calls of a new investment bubble a la Nasdaq 2000, but are such fears justified?
May 02 2024
AI is a game-changer, analysts agree, but there remain questions over predicted productivity gains, potential job losses, costs, power requirements and how long AI adoption will take
Apr 10 2024
Previous Stories
Rudi’s Comprehensive February 2024 Review
Mar 27 2024
A compilation of stories relating to the February 2024 corporate reporting season in Australia, including FNArena’s final balance for the season
February Result Season 2024: The Wrap
Mar 12 2024
The February result season was largely an average affair, assisted by underlying positive sentiment
2024 Outlook: Global And Local
Dec 20 2023
Soft landing? Recession? Inflation falling? Central banks easing? There remain questions as to how 2024 will play out
Australian Banks Post FY23 Results: Same, Same
Nov 30 2023
It has not been a good year for bank earnings, and brokers see little change in the year ahead
Rise Of The Machines: AI Has Arrived
Nov 16 2023
There is no disagreement AI is here and is about to explode into our lives. As for how long it will take to change the world is up for debate, and not all implications are positive
Australian Insurers And The Weather
Oct 19 2023
As we begin a period of El Nino, analysts suggest Australia’s general insurers are set to enjoy a period of significant earnings upside
Lithium: Short Term Pain, Long Term Gain?
Oct 13 2023
Most brokers assume lithium prices have further to fall before a supply deficit looms later this decade. Have lithium mining stocks been sufficiently de-rated?
The Problem With China
Oct 06 2023
China is facing debt, deflation and demographic risks that threaten to derail its growth ambitions
Rudi’s Comprehensive August 2023 Review
Sep 21 2023
A compilation of stories relating to the August 2023 corporate reporting season in Australia, including FNArena’s final balance for the season
August Result Season 2023: The Wrap
Sep 13 2023
The August result season was not among the better ones, but it could have been worse
Analyse The Market From A Different Angle
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