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 …
Bassanese Bites: Blue sky – November 04 2019
It was yet another positive week for global stocks, with the S&P 500 reaching new record highs. Ongoing optimism with regard to US-China trade talks, a good US earnings reporting season, and signs of stabilisation in global manufacturing were all contributing factors. Even …
FNArena’s Weekly Insights – October 28 2019
I am still amazed, every single time, but with the year 2020 but a whisker away, there are still investors who use backward looking data as the main support source for their investment strategy and portfolio. On my assessment, these investors are at risk of …
Bassanese Bites: CPI Ahead – October 28 2019
Global stocks rose for the third week in a row, reflecting another (so far) better than feared US earnings season, tentative signs of stabilisation in global manufacturing and “no news is good news” progress in US-China trade talks. As regards the Q3 US earnings reporting season, …
Bassanese Bites: Cautious optimism – October 21 2019
Global equities ground higher again last week reflecting ongoing hopes with regard to US-China trade discussions, encouraging US earnings reports, and a new UK-EU Brexit deal. The S&P 500 is only 1.3% away from a new record high! Both the US and China are now focused …
FNArena’s Weekly Insights – October 21 2019
This month marks the 25th anniversary of CSL ((CSL)) as a listed company on the ASX. In fitting fashion, shares in Australia's highest quality global success story surged to an all-time high of $253 in October. Looking back, corrected for share splits, the initial opportunity to …
FNArena’s Weekly Insights – October 15 2019
Brief recap of what has transpired across the Australian share market since January: upon an initially tepid recovery from deep oversold levels, equity markets put in a multi-month rally which saw cheaper-priced laggard stocks lead the rest of the market higher by some 20% by …
Bassanese Bites: Peace in our time? – October 14 2019
Hopes and fears regarding a possible US-China trade deal pervaded global markets for much of last week and the tentative agreement struck on Friday was greeted with restrained relief. The S&P 500 bounced 1% on Friday to be up 0.6% over the week. …
