Reality check for reflation trade as gloss wears off Trump
Cyclicals were heralded as the stocks to hold in 2017, but despite a disappointing underperformance in the first quarter it's too early to write them off.
Shaw and Partners looks at options
The local stockbroking industry is no stranger to rationalisation.
Optimistic investors find Trump silver lining
Nothing, it seems, can puncture the optimism that has gripped Wall Street.
Trump's tax test after healthcare failure
Mr Trump's inability in the healthcare fight to control warring Republican factions has stoked doubts about his pro-business policies to slash tax, boost infrastructure and cut regulation.
L1 Capital's three rules for investing short
There's far more to a successful short position than a logical investment thesis, according to Melbourne fund L1 Capital.
Coal demand to falter but oil to push on
Global coal demand is likely to peak in the mid-2020s but oil use will continue growing for about 20 years, BP's chief economist says.
Investors hope for Trump trade 2.0
The political failure of the Republican health-care bill may prove a fleeting moment in time for markets keen to rally.
Hope and uncertainty in the time of Trump
Its economy is built on trade with the US. That is now threatened by the White House's protectionist rhetoric and proposed tax policy. So wh...
Wall St pares losses for flat finish
US stocks rose from session lows to end little changed as investors assessed the fallout from the failed health-care vote.
Trump dealt first legislative blow
Republicans scrapped a vote on the embattled health-care bill amid a revolt among conservatives and moderates in their rank.
