The US sub-prime mortgage scare appears to have petered out. But that’s only because it takes ratings agencies a long time to reassess, and mortgage delinquencies a long time to crystallise, and hedge fund traders are able to “mark to model”.
The sub-prime mortgage scare in February was accompanied by a brief but panicked unwinding of the yen carry trade. Will this happen again in light of Bear Stearns? And what would it mean for the Aussie dollar and the stock market?
Will Australia ever get fast broadband? If only the answer to that question were simple.
It’s ten years since the great Asian Crisis of 1997. Things are different now. It couldn’t happen again. Could it?
Part two of a two parts series. FNArena will publish a Special Report under the same title in pdf later this month which will contain similar content but with the graphs and charts.
Part one of a two parts series. FNArena will publish a Special Report under the same title in pdf later this month which will contain similar content with the graphs and charts.
The uranium production/exploration sector in Australia has been the big success story of 2006. Is there still upside from here?
What carbon trading scheme will Australia adopt? How hard will it be on industry initially, and how much of the cost can be passed on in prices? What is the financial impact?
China’s stock market collapse was simply another negative for a US market suddenly very nervous about mortgage defaults. How is Australia faring?
Some form of carbon trading will be in place in the next few years. This now seems as inevitable as climate change itself. How should an investor respond?
