Trends & Opportunities

Opportunities In Australia’s IT and Telco Sectors

The IT sector in Australia – including software, hardware, semiconductors and related services – is dominated by foreign companies. Taking advantage of a highly skilled workforce and superb research infrastructure, global IT powers such as IBM, Canon, Cisco, Google and Infosys have built facilities Down Under for product development, digital content production, and technical assistance….

Taking the pulse of the healthcare sector

The variety of subsectors in the healthcare sector, from hospitals to biomedical technology to pharmaceuticals – just to name a few – makes it difficult to generalise about ‘healthcare’ as an investment pick. Within the sector, there is opportunity to invest defensively, to target value, and to gamble on the potential for tremendous growth in…

The Construction Sector – A solid long-term pick for growth investors

Recent data indicates that Australian construction activity contracted for the ninth consecutive month in February. Yet the engineering construction subsector, buoyed by an increase in new orders, saw considerable gains and expanded slightly last month. The Australian Industry Group’s Performance Construction Index, released in conjunction with the Housing Industry Association, showed that overall, the construction…

2011 – Experts Predict Aussie Sharemarket and Economy

The Aussie dollar is strong, our terms of trade are at unprecedented heights, and unemployment is at a two-year low. But what does the future hold for the Australian economy and our sharemarket? In the past year, the mining sector has compensated for underperformance in other areas, such as construction. Of course, enthusiasm for the…

China: What Goes Up Must Come Down

As the United States and Europe attempt to claw their way out of a financial crisis, Aussies have been patting themselves on the back for hitching their economic wagon to China. China’s rapid growth has provided a strong demand for Australia’s abundant natural resources. And Australian businesses have enjoyed prosperity across the board, not just…

The Mining Tax Showdown

The announcement Wednesday by mining giant BHP Billiton of record Australian half-year profits, exceeding $10 billion, has re-ignited the debate over the Mineral Resource Rent Tax. The MRRT’s predecessor, the Resource Super Profits Tax, was a factor in the downfall of former prime minister Kevin Rudd. Before the August election, current Prime Minister Julia Gillard…

Will The Housing Bubble Pop?

As Aussie housing prices have risen dramatically in recent years and LVRs have skyrocketed, leading economists and investment advisers have weighed in on the issue of whether Australia is experiencing a “housing bubble” and, if so, whether it will eventually “pop” or quietly deflate. Today we summarise several perspectives: 1.    Steve Keen, Assoc. Prof. in…

Three Speed Economy, Will It Be Our Undoing?

Last year, Dr. Ken Henry, Secretary to the Treasury, described the Australian economy as a “three speed economy” in which: 1.    The mining and mining-related sectors grow strongly;2.    Other trade-exposed sectors (like many parts of manufacturing) grow more slowly; and 3.    Non-traded sectors grow at a rate somewhere between those two, depending upon the relative…

Stocks to watch: movers and shakers on the ASX

All the movers and shakers on the ASX – mergers, acquisitions, downgrades, profit increases and decreases, plus company announcements. Coming soon: to appear in an upcoming newsletter. 

Guru Watch: what the big guns are saying and doing

From Warren Buffett to George Soros, we look at what the gurus are buying, selling and saying. Coming soon: to appear in an upcoming newsletter. 

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