Daily FNArena News

A glance through the latest expert views and predictions about commodities. Asian investor briefing; iron ore prices; aluminium outlook; nickel uncertainty; subdued oil.

Brokers sift through Australian Real Estate Investment Trusts (A-REITs) and re-allocate preferences, as office returns continue to improve and retail returns deteriorate.

Craig Parker of Moat Capital caution is required ahead of the Fed meeting with regard the direction of the ASX200.

Despite National Storage REIT’s market dominance, brokers are concerned about lower-than-expected initial yields on recent acquisitions and limited underlying growth.

The Chartist reports that while the Aussie dollar may continue to pull back in the short term, the wider trend remains to the upside for now.

Engineering & construction services company Downer EDI has expanded its network in New Zealand with the acquisition of Hawkins. Brokers assess the prospects.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. One broker suggests online real estate classifieds business REA Group is offering 25% upside in the next twelve months.

Almond grower Select Harvests is facing more subdued almond prices but an accretive new orchard and improved yields suggest FY18 should be positive.

Brokers have differing views over the extent of education provider Navitas’ latest setback.

Peter Switzer of the Switzer Super Report debates the impact the invasion of Amazon may have on Australian retail incumbents.