Commodities
Chinese whispers weigh on market
| Michael BaileyA brief spurt of optimism among Australian equity investors was snuffed out last week.
Signs of life in US housing
| SHANE OLIVEREconomy in Action | Bear market aside, US manufacturing is resurgent and even the housing sector is on the up.
Experts at robbin’ from the ’hood
| Damon Frith
Frith | The resources sector can grow and bring benefit to Australia but it’s a business that needs reinvestment.
Fund managers back the Beijing blimp
| Michael BaileyExpressing the need for a “soft landing” of the Chinese economy has become an over-used cliche in the media.
The pull of supply and demand
| Damon Frith
Frith | Sensationalist forecasters love the term “peak oil” but what about “peak gold”?
Procedural justice
| Kate Mills
The mining tax may be the right result but government got there by the wrong route.
Taming Chinese inflation
| Alan CarrollEconomy in Action | Efforts to cool inflationary pressures in China are having an impact.
Tough business with plenty of potential
| Phil Ruthven
Phil Ruthven | Mineral-rich Australia no longer rides on the sheep’s back but the best days may be yet to come for the rural sector.
Alas, the end of all things cheap
| Kevin ChinneryEconomy in Action | It’s not just commodities that will get expensive. Capital, too, will become harder to come by.
Cape Lambert: Promising plays
| Agnes KingJunior miner Cape Lambert reckons its iron ore deposit in Sierra Leone will be worth close to $2 billion by the end of next year.
When the ‘redback’ roars
| Damon Frith
The internationalisation of the Chinese renminbi will have a big impact on us all.
Ears to the ground on US policy
| Damon Frith
Frith | If there were any doubts the US economy is well on the path of recovery they were extinguished last week.
No ordinary river
| Jessica Gardner
The release of more agricultural land in the East Kimberley region of WA has growers optimistic.
Nearly invincible these days
| Phil Ruthven
Phil Ruthven | In the old days, when most of us lived inland, we were much more vulnerable to natural disasters.
Forces driving the dazzling dollar
| Kevin ChinneryA complex set of forces lies behind our dollar’s rise, but it is hard to see the US manipulation of the greenback as anything other than a competitive devaluation by stealth.
Do our rivals look any better?
| Kevin ChinneryDoes Australia’s new mining tax, still under review, leave the country open to a big competitive shock?
Learning the African way
| Agnes King
There are plenty of business opportunities in Africa for those who can overcome the cultural barriers.
What do to with mining wealth?
| David James
BRW asks the experts, what should we do with the extra tax raised from the mining industry?
RBA waits for private investment to kick in
| Kevin Chinnery
The Reserve bank of Australia has painted a rosy picture of the economy in its August Statement on Monetary Policy.
Ten must-have shares in a tricky market
| Damon Frith
With the economic recovery still a little shaky, BRW selects a diverse mix of the most solid companies to invest in.
Resources resurgence
| Luke Forrestal
The resources super tax will fail to dent the fortunes of Australia’s richest miners.
Back in the game
| Anne Hyland
Fallen mining tycoon Joseph Gutnick returns to the BRW Rich 200 after nine years.
Industry’s big stretch
| Agnes King
Revenue is up 20 per cent at engineering firm Golder, but the unexpected surge in demand is stretching resources.
Rocks to riches
| Tony Featherstone
Featherstone | Commodity prices probably still have some potential to rise after a strong rally over the past 12 months. Here are a few entry points for latecomers.
Big profit from little ideas
| Dan Hall
Smart exporters are showing there’s more to Australia than just commodities.
More Stocks to Watch 21 - 30
| Tony Featherstone
At the bottom end of the market, there are plenty of highly speculative investment opportunities.
Tourism tsunami
| Phil Ruthven
Phil Ruthven | Inbound tourism, particularly from China, could dwarf Australia’s minerals boom, if planners build the right infrastructure.
Pitch battle over rail IPO
| Judith Tydd
Lucrative advisory work on the $3 billion public float of Queensland Rail is yet to be determined
Metals Optimism
| david jamesBase metal prices are on the run, providing a boon for some local miners
Getting on the China bus
| Damon Frith
Frith | China was able to weather the downturn although its export market was devastated, this indicates there has been great change in the Chinese economy.
Immersive technologies
| Dan Hall
Demand for high tech training equipment from Immersive Technologies is booming as the resources sector continues to grow.
Return of the glory days?
| Chris Richardson Director Access Economics
Chris Richardson | Negotiations over coal and iron ore have become a vital lead indicator for Australia's economic performance.
Where to dig
| Dan Hall
Australian miners have rewarded investors handsomely in recent years, and many will continue to do so.
Great leap forward
| Damon Frith
Rampant Chinese demand for metals is likely to propel Australia's commodities boom this year, even in the event of a feeble global economic recovery.