The price of iron ore is likely headed lower as China’s early 21st boom cools. But there are still opportunities for companies and investors to make money from what remains a key element of global economic growth. Read More

The debate over the condition of the Australian housing market continues. Recent sales, price and mortgage data paint a mixed-to-positive picture. The resolution of what appears to be a supply/demand imbalance will benefit these four building supply companies. Read More

2013 has been a solid year for Australian stocks in Australian dollar terms. But the aussie’s slide versus the buck makes total return figures for US-based investors look anemic. Read More

Rising incomes and changing spending habits among a segment of China’s population that’s already bigger than the US promise big rewards for Australia-based businesses. Read More

Traditional valuation metrics provide a good starting point for identifying cheap stocks. Dividend growth and the AE Safety Rating System help us find reasonable value. Read More

It’s a great question, particularly from the perspective of those invested in the Land Down Under: Will Australia’s commodities boom turn to bust? The answer lies between the extremes. Read More

The short-term impact of the Australian dollar’s steep 2013 decline has been undeniably negative for US-based investors with long positions in companies based Down Under. The longer-term narrative is more positive. Read More

The health care sector is widely renowned for its defensive characteristics. As is the case with all investment stories, it depends on where and how you allocate your eggs. Read More

Over the past six weeks share prices for Australia’s four largest banks have fallen by an average of 16 percent. This selloff has brought their forward price-to-earnings ratios back into line with global peers. Read More

Consumer discretionary and consumer staples stocks have been in the lead among S&P/Australian Securities 200 Index sub-sectors during a solid open to 2013. There are solid buys and some speculations still to be found in these groups. Read More