Daily FNArena News

Drought, increased inventory in the channel and a delay in product approval have caused Nufarm to sharply downgrade FY18 guidance and the issues are expected to linger into FY19.

Kathleen Brooks of Capital Index discusses the implications of possible Bank of Japan tightening and further yuan weakness.

Michael Gable of Fairmont Equities suggests Cimic’s share price bounce post result has further to run.

Northern Star delivered a robust June quarter for gold production, setting records. However, brokers disagree as to whether the stock is fully valued.

Global bond yields remain an important driver of the relative performance of A-REITs, yet brokers suggest the sector has become less compelling following its recent rally.

A steep fall in residential dwelling commencements over the next two years is likely to overshadow the more modest increase in non-residential construction, a report from BIS Oxford Economics suggests.

Craig Parker of Moat Capital sees 6500 ahead for the ASX200 but risks are emerging.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Citi upgrades QBE Insurance to Buy amidst much discussion of restructuring and the need to address reinsurance in January.

Kathleen Brooks of Capital Index notes concentration of leadership suggests the US rally is late-cycle, but is that the case?

NRW Holdings has won the first of several earthmoving contracts expected from the re-investment in iron ore in Western Australia and brokers suggest the stock is a good way to play the cycle.