Bassanese Bites: QE is coming – November 18 2019
Global markets are currently enjoying a “no news is good news period” – ever hopeful that a US-China trade deal will get done, and no news to the contrary is encouraging as it suggests both parties are still at least talking. What we don’t want is …
FNArena’s Weekly Insights – November 11 2019
Margin pressure is emerging for collectors and fractionators of human plasma, and this means more good news for CSL ((CSL)), the best and lowest cost operator in the sector. To understand the industry dynamics it is important to know that operational margins and returns are derived …
Bassanese Bites: $A heading to US62c – November 11 2019
Global equities continued to rally last week, buoyed by ongoing hopes that the US and China will eventually conclude a trade deal – despite some uncertainty over whether existing tariffs will be rolled back or not. Despite his bluster that “China wants a trade deal …
FNArena’s Weekly Insights – November 4 2019
Global financial markets have priced out worse case scenarios for the world in 2020 and there are quite a number of investment experts out there who believe we might be near a turning point in terms of global growth and investor sentiment. In simple terms this …
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