If there are more than 100 matches, only the first 100 are displayed here.
04 September 2013 |
The reporting season had relatively few surprises and resulted in low market turnover. That is probably good news for the stock market and underlines its advantage as a yield play. We look at how some of the sectors performed.
02 September 2013 |
The conventional wisdom is that debt should be reduced or eliminated in retirement. But the lowest interest rates in decades have changed the risk and reward equation, and some closer scrutiny is just
29 August 2013 |
The global economy is sputtering to life as the developed world gets over the shock of the GFC. There is a long way to go, but there will be repercussions for Australia in the form of a weaker currency, and a less skewed economy. Investors may benefit form looking offshore.
26 August 2013 |
Capitalism is very different in different parts of the world but the globalisation of the capital markets means that each country is seen as the same, at least by the traders. This means that the systemic risk has not gone away. A reflection on the bigger picture that suggests super investors should continue to be cautious, there are few certainties.
18 July 2013 |
The constant hand wringing about China's economic growth is consuming local commentary. Treasurer Chris Bowen announced today that the China boom is owner, showing surprising confidence in his economic judgement considering how little time he has spent in the job. Investors trying to draw too many conclusions from this, however, should be cautious. For 20 years, China has confounded Western expectations and it remains on its unique path.
27 June 2013 |
Australia is coming to the end of a massive investment boom in resources, which has helped the country sail through the effects of the global financial crisis. The risk now is that there will be a delayed GFC as that boom comes off.
23 June 2013 |
The stuttering of the American market is continuing, suggesting that we are a long way for a bull market internationally. The Bespoke Investment Group has this to say:
06 June 2013 |
An article in today's Age by John Garnaut sounds an alarming tone about the future of the Chinese economy. The 35 year expansion, the greatest era of sustained wealth creation the world has ever seen, may be coming under pressure:
06 June 2013 |
Doing reasonably well in tough times is the hall mark of good long term investing. And there are growing indications that those tough times are coming. As mining investment cools, the skewing of the economy towards resources, so called "Dutch disease" is leaving its mark.
05 June 2013 |
The signs of recession are growing. Fund manager Robert Montgomery commented on the ABC that the collapse of the mining services sector, which he says equates with 1.5% of the economy, could, on its own, go close to tipping Australia into recession. He reasons that even if people start talking about recession
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91-100 out of 102 results.