BIS Shrapnel suggests Australian mining investment will reach record levels in four years, driven by multi-billion dollar projects in a number of sectors.
Weekly musings from your editor. Short term pain, longer term gains for the share market? Value is in the eye of the beholder.
Much faith has been put in late money preventing any significant stock market correction.
The Reserve Bank of New Zealand is expected to leave rates unchanged this week but quietly change its tune.
Weekly musings from your editor. Ultimately, it all boils down to whether enough value is on offer, or not.
SVB Asset Management believes US equities could run further still, while the weaker USD appears a bigger issue for the EU.
Weekly musings from your editor. The dynamic inside the Australian share market is changing. Investors better acknowledge and prepare.
Investor confidence in Australia has jumped in the September quarter, with more gains for equities expected in coming months.
Weekly musings from your editor. Here’s why I retain a positive view for risk assets on a twelve month horizon.
Weekly musings from your editor. Corporate confidence is rising and balance sheets have been repaired. Time to go shopping?