T. Rowe Price Apr 2022 Global Equity Update
T. Rowe Price Equity Specialist Sam Ruiz gives his thoughts on the 3 key themes having an impact on markets at the moment: Inflation, the US Federal Reserve and Covid.
Read MoreT. Rowe Price Equity Specialist Sam Ruiz gives his thoughts on the 3 key themes having an impact on markets at the moment: Inflation, the US Federal Reserve and Covid.
Read MoreThe International Monetary Fund has cut its global growth forecast for the second time this year to 3.6% from 4.4% in its January World Economic Outlook and the 6.1% rise in 2021.
Read MoreRamsay Health Care confirmed Wednesday morning that it is talking to a “consortium of financial investors” led by US private equity giant KKR about a buyout worth as much as $20.1 billion.
Read MoreA rare fall in global subscriber numbers in the three months to March saw shares in Netflix lose more than 25% of their value in afterhours trading on Wall Street Wednesday morning.
Read MoreIn August last year, Quay Global highlighted that real estate (listed and direct) tends to outperform equities during periods of high inflation. This article serves as a follow-up piece.
Read MoreIf you read yesterday’s statement from AMP, you’d be excused for thinking that the sale of its Collimate assets is anything but a certainty, despite the many claims that Dexus has it in the bag.
Read MoreThe huge Chinese property sector’s troubles have worsened in the past couple of months, as underlined by the terrible March figures on real estate investment and sales.
Read MoreAs markets around the world continue to be buffeted by multiple factors, Airlie’s Matt Williams argues that this volatility may itself be the dominant narrative for equities over 2022.
Read MoreLike Lynas and its rare earths operation in Texas, rival Syrah Resources has won financial support from the American government to help expand its operations in that country.
Read MoreFor the third time in a year, fertiliser maker Incitec Pivot has been forced to take a costly charge for a problem at its supposedly state-of-the-art Waggaman ammonia plant in the US.
Read MoreFed Chair Jay Powell is looking for some sort of ‘immaculate disinflation’. His problem? Monetary policy is ill-suited to fight inflation arising from supply constraints.
Read MorePent-up demand and Australia’s high vaccination rates have seen credit rating agency Moody’s lift its outlook for Qantas from “negative” to “stable” for the first time since 2020.
Read MoreWith the US reporting season kicking into high gear next week, investors will first get to digest earnings from streaming giant Netflix and electric vehicle maker Tesla.
Read MoreIt sounds like we are stuck on loop, but the factors hitting global economies and markets over the next six days will be the same as they have been for the past seven weeks.
Read MoreChina’s GDP reading of 4.8% annual growth looks OK, but the real story of the drooping economy emerges in the weak quarterly figure and sharp contraction in retail sales in March.
Read MoreThe sharp rebound in raw materials prices sparked inflationary pressures and the Ukraine/Russia conflict has provided a solid floor for global resources and commodities to rally.
Read MoreWhat impact will higher interest rates have on the Australian property market? How far will prices fall? AMP’s Shane Oliver looks at these and other issues in this week’s Insights column.
Read MoreThey were concerned in February, now gloom has set in among global scale fund managers with optimism at all-time lows, according to the Bank of America survey for March.
Read MoreThe March quarter results from JPMorgan will force investors and analysts to rethink how US banks performed in what was a pretty tumultuous first three months of 2022.
Read MoreWith a share price of 12 cents and a market cap of $12 million, Perth-based distribution group Stealth Global Holdings flies well under the radar of most investors. Maybe not for much longer.
Read MoreWith the Easter break upon us, let’s take a moment to mourn a significant species loss for the Australian economy and business community: the rampant, world-striding Aussie media mogul.
Read MoreWe understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.
Read MoreShareCafe spoke with Marc Voigt, CEO of local biotech Immutep, about the progress his company is making specifically in the area of head and neck cancer treatments.
Read MoreBank of Queensland has lifted interim payout to shareholders by nearly 30% after ra solid rise in earnings for the February half, but a slide in its net interest margin will worry some investors.
Read MoreTime is up tomorrow for the $US11.6 billion bid for Alleghany Corp from Warren Buffett’s Berkshire Hathaway and, with no counter bids, it seems as it stands the deal will go through.
Read MoreAs the EU considers further sanctions on Russia, Schroders looks at the importance of Russian energy supplies and asks fund manager Malcolm Melville about the implications.
Read MoreAs we forecast, the widespread Covid lockdowns and high world prices for key commodities hit China’s trade performance in March and will do so again only much harder in April.
Read MoreAs Fidelity’s Kate Howitt reports, endeavouring to counter the effects of the Covid era is a difficult balancing act, one made even more so by the current conflict in Ukraine.
Read MoreShares in explorer Black Canyon surged 25% yesterday on news from their prospect in WA that, if it holds true, will more than double Australia’s known reserves of manganese.
Read MoreThe Reserve Bank of NZ beat the US Fed Reserve to the punch yesterday, following on its move in February of this year by raising its Official Cash Rate 0.5% to 1.50%.
Read MoreViva Energy has given the go-ahead to a $300 million upgrade of its Geelong oil refinery to comply with new emissions limits and ensure the plant can continue operating.
Read MoreA 41-year high for headline consumer price growth in the US of 8.5% saw shares fall after an early rise, bonds a touch firmer and the currency going nowhere fast.
Read MoreThe solid performance last month for companies using Port Hedland capped an equally good March quarter which saw a nice rise in prices and volumes for the key steelmaking raw material.
Read MoreUpdates Tuesday from two companies who have been having a fine time of it lately, and while the good news continued for Lynas, Pilbara Minerals ran into some unexpected headwinds.
Read MoreA sharp rise in inflation has pushed China closer towards the worst of all economic situations – stagflation – where slowing growth and rising costs can cripple an economy.
Read MoreThe US downstream petroleum industry has adjusted and mostly thrived in response to major structural changes. Can it now meet the new missing million-barrel refining gap?
Read MoreThe Australian economy strengthened in March with business conditions and confidence again rising, even as cost pressures became increasingly real for more and more companies.
Read MoreBen Lofthouse, Head of Global Equity Income at Janus Henderson, provides a summary of some of the key market drivers from the first quarter and key themes to watch going forward.
Read MoreTrigg Mining CEO / MD Keren Paterson discusses the global demand for potash, the difference between sulphate of potash and muriate of potash, and the company’s flagship project at Lake Throssell in WA.
Read MoreIn a major about face, Elon Musk will not join the Twitter board, reversing course less than a week after becoming the company’s biggest shareholder and saying he would do so.
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