Daily FNArena News

Low interest rates are underpinning the strength in Australian Real Estate Investment Trusts (AREITs). This story hasn’t played out in full just yet.

Gold is either overvalued or undervalued and as always, it is difficult pick either one or the other.

Jonathan Barratt of Barratt’s Bulletin discusses Japanese stimulus, the rise of Japanese bond yields and the fall in Japanese equities in the global context.

A wrap of the day’s activity on the Australian stock market.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Citi has reinitiated coverage on airlines with a big positive call for Qantas, joining other brokers on Buy ratings.

FNArena’s weekly update on short positions in the Australian share market.

The Chartist sees further weakness ahead for Australian bank share prices before a longer term uptrend can resume.

The sharp sell-off in Australian equities has brought into question the potential overvaluation of the market as a result of the runaway yield rally. Brokers discuss their views.

Technology One has defied the downturn in spending and produced a robust first half result. Brokers look forward to further cloud-based initiatives.

The weather has proven a thorn for David Jones, as will competitor discounting. As sales continue to decline, DJ’s new margin push remains under threat.