Reasonable but subdued and full of risks. Brokers outline their forecasts for the Australian economy and stock market in 2016.
Central bank policy, political posturing, a possible bottoming out for commodity prices, China’s ongoing slowdown – these are all themes set to dominate 2016 as far as analysts are concerned.
Ahead of the Herd’s Rick Mills offers an extensive argument as to why copper prices must rise.
Is it time for beaten-down stocks to begin their recovery? Brokers discuss the global and domestic outlook for FY16, and argue the case.
Beneath the cloud of China slowdown and Fed rate hike fears, the Australian market delivered a disappointing result season. The outlook is more positive, nonetheless. Brokers update their equity strategies and stock preferences.
One by one, brokers have slashed their 2016 oil price forecasts, admitting anticipated supply-side curtailment due to lower prices is simply not happening as rapidly as first assumed. LNG earnings forecasts have thus also been slashed.
A summary of the previous session’s corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments.
August 2015 was in many ways yet another unusual domestic reporting season, potentially revealing trend changes that might well prove pivotal for investors in the year(s) ahead.
Analysts discuss the global oil market post the Iranian deal, global LNG under a lower oil price, and the outlook for Australia’s east coast gas market.
Analysts argue why we will not see US$100 oil again, nor prices much higher than current levels in the foreeable future.
