Healthcare’s Role in the Fight Against Climate Change
With a long-term approach to sustainability, hospitals and healthcare systems can help create a healthier planet—and healthier people. Extreme weather events such as hurricanes, tornadoes, floods, blizzards, droughts and wildfires can wreak havoc on the air we breathe, the water we drink and the food we eat. The resulting power outages, emergency evacuations, transportation disruptions…
Australia’s strange W-shaped recovery
The Reserve Bank has used Friday’s quarterly assessment of the economy to declare that lockdowns have “delayed but not derailed” Australia’s recovery. It says economic activity probably contracted 2.5% in the three months to September, but the December quarter (the one we are in now) will regain most of what was lost, leaving the economy…
Hydrogen Fuel Cell Technology Emerging
Even the most skeptical of skeptics questioning the demise of the internal combustion engine (ICE) due to an electric vehicle (EV) “megatrend” have to take pause out of some recent news in the US. It seems the world’s largest EV manufacturer, Tesla, has inked a deal with one of the largest car rental company’s on…
Tourism Stocks Under the Radar
Beginning on 1 November, a wave of domestic and international COVID 19 induced travel restrictions will begin fading away here in Australia, culminating as of this writing with Western Australia remaining as the only place in the country without a plan for opening borders by 23 December. The reopening has been expected and in anticipation…
Potential Trouble Spots with Mergers and Acquisitions
In mid-October, three ASX listed stocks announced upcoming acquisitions and a fourth announcing an upcoming merger. South32 (S32) is acquiring a 45% ownership stake in the Sierra Gorda copper mine in Chile, at a cost of USD$1.6 billion dollars. Aristocrat Leisure (ALL) is set to acquire UK based gambling software and content developer Playtech at…
Reaching for yield into corporate debt takes on a risky hue
Broader financial instability can’t be ruled out. William White, a Canadian, became the top economist at the Bank for International Settlements (BIS) over a 14-year career to 2008 at the bank owned by central banks. Among those who heard of him, White became known as “the man no one wanted to hear”. From 2003, in…
Biotechs on the Move
No other sector better exemplifies the risk/reward inherent in share market investing than biotechnology/life sciences. The reward potential of a company successfully jumping through the substantial hurdles involved in securing regulatory approval for distribution to a sizable percentage of a population is immense. The road to final approval can be rocky with multiple ups on…
Travel Stocks Rising
Of all the business sectors crushed by the COVID 19 Pandemic, the travel sector was at the top of the list. As international and state borders here in Australia slammed shut, domestic and international air travel became virtually impossible. Lockdowns and “stay at home” provisions saw domestic travel grind to a halt. By November of…
Has a bear case emerged?
Even though factors such as supply chain issues have caused a slowdown, we still see room to grow in this expansion. I’m an optimist, so I like to get the bad news out of the way first. Global stocks just had their worst month in a year. Companies such as Sherwin-Williams, Micron and Bed Bath…
Consumer Spending Research Bullish for eCommerce
It might seem like an eternity since the world began to heave a sigh of relief on 9 November of 2020 as global pharma giant Pfizer announced its COVID 19 vaccine candidate was found to be more than 90% effective in preventing COVID. At that time Australians could take some pride in the stellar performance…
