Consumer Discretionary

Car maker exit a symptom of long-term manufacturing decline but construction activity is ramping up nicely and there could be some dividends surfacing from the resources and energy sector.

Revelation of Myer’s proposal for a merger with David Jones has caused brokers to look at just what the synergies are. They’re not that impressed.

AllianceBernstein thinks investors should heed the growing trend of emerging markets following western lifestyles.

McPherson’s is continuing to diversify its business and this is expected to deliver earnings growth in the next few years, according to Moelis.

Oz consumer sentiment is improving but is it enough to ensure a strong Christmas? There’s softness in life insurance, improvement in the housing market and modest advertising growth.

Coca-Cola Amatil has downgraded 2013 guidance and brokers evaluate the cause. Is it structural, cyclical or just discounting?

Brokers have combed Australian equities to find where opportunity may be lurking.

A weak quarter for Coles and a high PE ratio afforded by the market have many analysts steering clear of an investment in Wesfarmers.

CEO Paul Zahra has unexpectedly announced his resignation and brokers debate the significance of a change at the top.

There’s a lot riding on an improvement in consumer spending. Brokers take a look at what it means for the shopping sector.