Rising bond yields, rising margins, ongoing growth-to-value rotation and the prospect of higher dividends have brokers remaining bullish on the banks. But a resurgent housing market may yet prove an impediment
The February result season saw the average beat-to-miss ratio of forecasts absolutely smashed. Does that make it the best season ever?
If the virus has achieved one thing, it is to prompt governments across the globe to pour stimulus into new technologies and renewability that will drive strong demand for Australian resources
Despite strong stock market gains form the March low, consensus is that Australia, and the world, will see further gains on robust 2021 earnings growth
FNArena’s Life After Covid series wraps with a look at industry trends, geopolitical challenges and problems the Australian economy alone will have to face
Eight months down the track we have a second wave, a vaccine hopeful, changing attitudes in society and massive fiscal support, which may lead to the “zombification” of economies
It’s been more than seven months since the initial nation-wide lockdown dramatically changed consumer behaviour. As restrictions ease, will everything go back to “normal”, or has the future of retail been altered forever?
A comprehensive assessment of Australia’s corporate results in February and August 2020, amidst coronavirus pandemic and fall-out, economic disruption, more extreme central bank policies and ongoing tension between the world’s two super powers
The Treasurer has re-eased bank lending restrictions recently tightened as a result of the Royal Commission, in order to stimulate the economy. Will it work?
The August result season could be called “best ever” in terms of beats to misses, but in 2020, such a conclusion would be misinformed
