Today's Lead Article
David James
| 29 Apr 2021
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Investment News
Commodity prices are returning to pre-covid levels, which may be a sign that the global money printing is starting to feed into inflation. Are higher interest rates coming?
Leading Stories
David James |
07 May 2021
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Big Picture
There has been much political manoeuvring between the two major parties over super policy. What has been missed is that Australia’s superannuation system is a new kind of economics that comes from neither political left or right.
David James |
05 May 2021
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Investment News
Woolworths, along with Coles, is one of the two dominant supermarket chains in Australia, although it can no longer be called as simple duopoly with competitors such as Aldi gaining traction in the market. Investors in the Australian market inevitably compare the two, concluding that Woolworths is fully priced.
David James |
04 May 2021
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Big Picture
The biggest problem facing investors is the irrationality of the global markets, which introduces high levels of uncertainty.
David James |
30 Apr 2021
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Investment News
Australia’s residential housing prices do not seem to have been harmed as much as many expected by the epidemic. But the picture is complex.
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25 Apr 2021
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Investment News
One obsession unites the rich world: housing. In the past year billions of people have been cooped up inside their homes for hours on end.
News
David James |
06 May 2021
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Big Picture
There are growing signs of an improvement in corporate earnings estimates, especially in Australia but also in the US and Europe. The 70 per cent jump in local estimates has implications for investors, indicating a return to something more “normal”.
David James |
04 May 2021
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Investment News
Australia’s Budget position is looking surprisingly sound given the damage caused by the pandemic lockdowns. It suggests that investment conditions are not as dire as they might have been.
David James |
04 May 2021
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Investment News
The iron ore price is soaring but analysts have a mixed view on Fortescue Metals Group.
David James |
28 Apr 2021
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Big Picture
The ASX 200 is on the verge of posting its seventh successive month of rises. How does the Australian market compare with the rest of the world and will there be a sell off?
David James |
27 Apr 2021
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Big Picture
A recent program on Four Corners showed how China’s trade policy is devastating many of Australia’s primary industries, including barley, wine, beef and crayfish. This is being interpreted as a political attack, which it may well be. But there is also a strong financial reason for what is happening.
The Economist |
25 Apr 2021
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Investment News
The business of “mobility” in its many forms is huge, and legacy metal-bashers are racing to adapt. www.masterpublisher.com