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Previous Stories

Your Editor On BoardRoomRadio

Apr 23 2010

Your editor was one of three guests at today’s Friday Round Table on BoardRoomRadio.


Is Greece Different? Adjustment Difficulties In Southern Europe

Apr 22 2010

Investors should not assume other countries in Europe are battling the same problems as Greece, argue Alcidi Cinzia and Daniel Gros.


REPEAT Rudi’s View: China Data Put Commodities In Sweet Spot

Apr 19 2010

In what might be another case of the majority view is often wrong, China might not respond to this week’s data as media and experts predict.


REPEAT Rudi’s View: Up, Up, Up… Until We Drop

Apr 12 2010

Ultimately, too much of a good thing turns into a negative for financial markets. Time for a correction?


Correction Time, Says ANZ

Apr 09 2010

ANZ strategists see reality about to set in with regard to both US and Emerging Asian market momentum, signaling a dip ahead.


REPEAT Rudi’s View: April The Promise?

Apr 06 2010

Assessing the outlook for April is not easy after an unusually bumper return for March.


Equities Good, Commodities Mixed In April And June Quarter

Apr 01 2010

Barclays Capital notes Oz equities in particular do well in April and the June quarter, while commodity returns and currency markets offer more mixed returns.


REPEAT Rudi’s View: Valuation Support Accelerating

Mar 29 2010

Valuation support kicking in for equities has been nothing short of extraordinary. Investors better not count on a sell-off anytime soon.


Big Companies Less Risky Than Big Governments?

Mar 26 2010

The US Treasury bond market is under siege at the same time Europe is threatening to fracture. With stock markets grafting giddily upwards, what investments are really safe?


Equities Weakness Now Fits Into Monthly Pattern

Mar 23 2010

Investors shouldn’t be surprised if equity indices start displaying some weakness in the sessions ahead. This has been the pattern since last year.



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