Daily FNArena News

Improving economic conditions and market activity levels offer earnings upside for Computershare, says Morgan Stanley.

Fortescue Metals increased production in the September quarter but the market continues to focus on its expansion plans.

Following strong gains in recent months the NAB survey of business confidence and conditions showed modest falls in September.

Telstra has submitted its views on proposed changes to regulations in the telco sector and while it is trying to defend sharholder value the key remains the NBN outcome.

With gold now above US$1,000 per ounce there are increasingly mixed views on the price outlook for the metal.

Weekly musings from your editor. Here’s why I retain a positive view for risk assets on a twelve month horizon.

It’s been a good quarter for the global economy, but with recovery more than priced in, the momentum might be hard to maintain.

Australian labour force data for September were far stronger than the market had forecast. The RBA must feel vindicated.

According to Barclays Capital the market is underestimating base metal prices longer-term.

While many feel that developing Asia will continue to be insulated against the financial crisis, falling investment levels are now raising some doubts.