Australia will use this trade deal to boost its economy through non-mining exports. Read More
In Focus
A lot of mining and resource stocks are cheap right now. Whether there’s value to be found is a question of fundamentals for specific commodities. Read More
The Australian dollar has been hit hard over the past five weeks. Here’s the story on the short-term causes, the medium-term catalysts and the long-term case. Read More
As we see it, dividend growth is a good thing. But there are qualifications. Read More
China is Australia’s most important trading partner. But diversification of export markets is a good thing, and there’s a fantastic prospect in close geographic proximity. Read More
A solid rebound for the Australia dollar has helped first-half total return figures for US investors who are long Australian equities, as the S&P/Australian Securities Exchange 200 Index (ASX) outpaced the S&P 500 Index and the MSCI World Index from Dec. 31, 2013, through June 30, 2014.The aussie appreciated… Read More
Australian energy infrastructure assets are popular with investors foreign and domestic for their stability and their high yields. Read More
Australian real estate investment trusts have performed well in 2014 after a difficult second half of 2013. Fundamentals are improving across retail, commercial, industrial and residential sectors, supporting solid operating and financial results. Read More
The landscape has changed since the halcyon days of 2011 and 2012. But liquefied natural gas will be an important part of Australia’s export economy for the next decade. Read More
Australia’s retail sector has suffered over the past couple years as mining-boom-driven growth has slowed. Record-low interest rates and a strengthening employment situation may provide the fuel for a durable rebound. Read More