Daily FNArena News - FYI

By popular request: my take on the QR National float. Plus some other stocks that suffer from similar characteristics.

A growing number of market observers is turning uncomfortable with the one-directional trend for risk assets, but not Clifford Bennett.

On current projections, the worlds’ poor countries will account for nearly 70% of global GDP in 2030. Now that’s a different world.

ING Investment Management’s latest survey shows Australian investor sentiment is improving, though investors are yet to actually invest more in equities.

Your editor participated in BoardRoomRadio’s Friday Afternoon Round Table today.

PFP wealth’s Tim Price has a bit of fun with those high brow journos who claim gold is in a bubble.

ANZ Bank estimates Australia needs invest $600 billion in infrastructure over the next six years, while in Asia the estimate is US$13 trillion over the next decade.

Australians are paying for the privilege of living in the Lucky Country. The same goes for ASX-listed stocks, so investors better pay attention.

A growing number of market experts is preaching caution. Maybe investors should take these warnings on board?

PFP Wealth’s Tim price investigates why going contrarian does pay off, and handsomely so. But what to pick right now?