'Misunderstood' resource stocks are safe
Even if commodity price forecasts are right - and there is no evidence they ever are - valuations for mining stocks are extremely cheap.
Vesna Poljak, Senior markets reporter
MOST RECENT ARTICLES
Challenge to Westfield pay revealed
Fund manager Lazard has emerged as one of the few investors to challenge executive pay at Westfield.
Growth and rates in focus
GDP for the June quarter is released on Wednesday and forecasts indicate growth will slow to around 0.4 per cent from 1.1 per cent in the first quarter.
Wheat slump adds to grocery deflation
The wheat price is at a 10-year low and about 75 per cent below its 2008 high.
Investment drought threatens profits
A lacklustre earnings season has fund managers warning top-20 stocks are relying on cost-cutting to boost profits rather than looking for growth opportunities.
Central bankers hint at policy divergence
Central bankers are hinting at a return to policy divergence on interest rates.
Perpetual's Lloyd preaches the value ethos
CEO Geoff Lloyd also explored adding new strategies in equities.
RBNZ slams inflation targeting critics
The New Zealand central bank has waded into the inflation targeting debate, saying criticism doesn't stack up
Tech catchphrases for harder times
To find out what CEOs think investors want to hear, do word searches of "innovation" and "automation" in the latest ASX reporting season.
Companies feel sting of long election
The election brought activity to a standstill in the fourth quarter, earnings results show.
Magellan full-year profit rises 14pc
Retail inflows outpaced institutional inflows, says CEO Hamish Douglass.
Transurban's Charlton says CityLink safe
High-flying roads operator says there is no chance CityLink returns to the government early amid speculation of its success.
Central bank power is 'grotesque'
Bond fund manager Vimal Gor has likened the incredible concentration of power within financial markets to something out of The Matrix.
'Fair value' $A still a problem for RBA
The Australian dollar has shaken off the Reserve Bank of Australia's latest interest rate cut and defied forecasts of further falls.
The hedge fund betting on lithium
Meet the two Australians who got into the lithium boom early. Their fund has returned 37 per cent and their next bet is on gold.
ASX posts strongest gain in seven sessions
The Australian sharemarket defied losses in mining stocks and Cimic to post its strongest day in seven sessions.
ASX snaps eight-day winning streak
Australian shares snapped an eight-day winning streak following losses in resources heavyweights Rio Tinto and BHP Billiton.
Platinum bullish on European banks
As some fund managers flee European bank stocks, Sydney-based global value investor Platinum is buying more.
In China, it's still about consumption
Nikko's Robert Mann, the former bond fund manager, says China is not the source of risk everyone thought it was.
Don't buy Brexit baloney in US earnings season
Investors should be wary of companies using Brexit to paper over weak earnings outcomes in the upcoming United States quarterly profits seas...
More
