வாராந்திர நுண்ணறிவு News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Stay updated with breaking news from வாராந்திர நுண்ணறிவு. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.

Top News In வாராந்திர நுண்ணறிவு Today - Breaking & Trending Today

Rudi's View: August Results; Anticipation & Trepidation


August Results: Anticipation & Trepidation
Prima facie, Australian shareholders have plenty of reasons to feel excited ahead of the upcoming August results season.
Most companies have recovered more quickly than forecast from last year s lockdowns and pandemic, and profits and dividends are in a strong uptrend with Macquarie analysts observing consensus forecasts in Australia are now in their 11th consecutive month of upgrades, and expectations are building there s more of the same on the horizon.
February was on most market analysts assessment one of the best local results seasons ever. Corporate Australia not only delivered strong recoveries in profits and dividends, but -uncharacteristically for Australia- it also handsomely beat analysts forecasts, even though they had been lifting for multiple months already. ....

Rudi Filapek Vandyck , Leighton Holdings , Rio Tinto , Cimic Group , Research To Download , Special Reports , Weekly Insights , August Results , Predicting The Next Index , Fortescue Metals , Mineral Resources , Charter Hall , லைட்டன் ஹோல்டிங்ஸ் , ரியோ டின்டோ , ஆராய்ச்சி க்கு பதிவிறக்க Tamil , சிறப்பு அறிக்கைகள் , வாராந்திர நுண்ணறிவு , ஃபார்‌டெஸ்க்யூ உலோகங்கள் , தாது வளங்கள் , சாசனம் மண்டபம் ,

Rudi's View: Covid, Climate Change...Correction?


Covid, Climate Change. Correction?
As per the old adage, experts in the share market are being paid to be optimistic, but those in bond markets are being paid to look out for the next worry.
Read any newspaper these days and there are valuable concerns everywhere. If it s not virus-related (now including Australia), then surely new concern relates to consequences of climate change turning Belgium, Germany, and other parts of Europe into submerged flood plains.
So maybe the divergence between the implicit messages coming from equities and bonds should not come as a huge surprise.
One looks at the prospects for ongoing strong recovery in corporate profits, and dividends, on top of capital management and corporate actions, while the other sees slowing growth, forecasts that may prove too optimistic, and potentially a delay in central bankers winding back extreme stimulus programs. ....

Rudi Filapek Vandyck , Rio Tinto , Research To Download , Special Reports , Weekly Insights , Climate Change , ரியோ டின்டோ , ஆராய்ச்சி க்கு பதிவிறக்க Tamil , சிறப்பு அறிக்கைகள் , வாராந்திர நுண்ணறிவு , காலநிலை மாற்றம் ,

Rudi's View: Time For Quality To Shine


And Australia s Favourite Sector Is..?
What if I asked you which sector is the long term favourite among institutional investors in Australia?
Banks? Healthcare? Bulk commodities producers?
The answer will surprise you, as it is Consumer Discretionary.
Analysts at JPMorgan, who run a monthly survey among domestic fund managers and thus have access to a wealth of data, reported last week the Consumer Discretionary sector has been the most persistent Overweight in institutional portfolios in Australia.
Further adding to the sector s favourite status among institutions is the observation the average large Overweight positioning (relative to the actual index weighting) is well, well above the number two, which at present is the Materials sector. ....

Red Hill , South Australia , Rudi Filapek Vandyck , Martin Crabb , Sealink Travel Group , Harris Technology Group , Rio Tinto , Research To Download , Jp Morgan , Breville Group , Mad Paws Holdings , Lovisa Holdings , Special Reports , Weekly Insights , Rising Equities Are Getting , Dubious Inflation , All Weather Model , Consumer Discretionary , Premier Investments , Eagers Automotive , Crown Resorts , Aristocrat Leisure , Collins Foods , Redhill Education , Corporate Travel Management , Star Entertainment ,

Rudi's View: Goodman Group, CBA And Tyro Payments


A Seismic Shift
If you are like most share market investors, and you still read the newspapers in print, you most likely casually glance over the property section on your way to, say, yesterday s sport updates or the weekly cultural agenda.
But not properly paying attention this year means you are missing out on one of the most profound changes that is taking place in the valuation of financial assets.
It is the reason why some of Australia s owners of bricks and mortar have been among the best performers on the ASX in recent weeks, including Centuria Industrial REIT ((CIP)), Goodman Group ((GMG)) and Charter Hall ((CHC)) with share prices up circa 27% in all three cases in less than three months. ....

Rudi Filapek Vandyck , Rio Tinto , Goodman Group , Special Reports , Weekly Insights , Centuria Industrial , Charter Hall , Weighted Average Capitalisation Rate , ரியோ டின்டோ , நல்ல மனிதன் குழு , சிறப்பு அறிக்கைகள் , வாராந்திர நுண்ணறிவு , சிஇஎன்டியுவ்ஆர்ஐஏ தொழில்துறை , சாசனம் மண்டபம் ,