As we begin a period of El Nino, analysts suggest Australia’s general insurers are set to enjoy a period of significant earnings upside
Most brokers assume lithium prices have further to fall before a supply deficit looms later this decade. Have lithium mining stocks been sufficiently de-rated?
China is facing debt, deflation and demographic risks that threaten to derail its growth ambitions
A compilation of stories relating to the August 2023 corporate reporting season in Australia, including FNArena’s final balance for the season
The August result season was not among the better ones, but it could have been worse
Analysts offer their views on global markets as we head into the second half of 2023
AI has its supporters and its critics, but one area in which AI can be a force for good is healthcare
There were great expectations of a rapid Chinese economic rebound, but as some analysts warn, it’s just not going to happen
Despite a bank result season highlighting record earnings, margins disappointed, competition is even stiffer than feared, and brokers are hunkering down
Australia’s banks are expected to report solid earnings in the coming weeks but enjoy it while it lasts, analysts suggest, as clouds build and headwinds pick up