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Showing 81 - 90 of 137 results for "CAPE"

AMG to take Abax stake

ALEX BURKE  |  TUESDAY, 10 NOV 2015
Global asset manager AMG has entered into an agreement to acquire an equity stake in Abax Investments. Based in Cape Town and formed in 2003, Abax is a South African investment management firm with over $7.6 billion in assets under management. It specialises ...

The horse still refuses to drink

BENJAMIN ONG  |  FRIDAY, 28 AUG 2015
The tsunami that has swept the financial market world last week right through to Monday has left and gone... and once more, the sun shines and the sky's blue. This means that the Fed can go ahead and lift, right Virginia? More so after last night's ...

Better than the big boys

BENJAMIN ONG  |  WEDNESDAY, 10 JUN 2015
Ole! Ole! Ole! You can't miss it if you tried. Then again, perhaps you would if you instead read about the relapse of Australian Federal Treasurer Joe Hockey's "foot in mouth disease" and you don't want to read no more, no more, no more. But I digress. ...

Buy-back boom driven by loose Fed policy

MARK SMITH  |  THURSDAY, 4 JUN 2015
The record $133 billion in buybacks for S&P companies announced in April are an economic distortion resulting from years of accommodative monetary policy and could be costing shareholders long-term performance, according to BlackRock's US-based chief ...

The recesssion we longed to have

BENJAMIN ONG  |  FRIDAY, 29 MAY 2015
There was weeping and gnashing of teeth following the release of the latest Australian capex data for it was bad. It's bad, it's bad that we get to see the "R" word back in print. "Capex: Business investment plans at 'recessionary' levels" (abc.net) ...

Shares lower at lunch time

AAP  |  THURSDAY, 28 MAY 2015
The Australian share market is trading lower despite gains on US markets overnight. "It (the market) started with a bit of enthusiasm but petered away very quickly," Phillip Capital senior client adviser Michael Heffernan said. He said there appeared ...

Mining capex in a hole

DARREN SNYDER  |  FRIDAY, 24 APR 2015
The outlook for capital expenditure adding to Australia's GDP from anywhere outside of mining is "abysmal" according to BlackRock investment strategist and head of fixed income, Steve Miller. At a recent media briefing detailing BlackRock's global investment ...

Go south young (China) man

BENJAMIN ONG  |  FRIDAY, 10 APR 2015
... Kong suffered serious loss of capital." And Hong Kongers were going everywhere and anywhere -- even "such small countries as Cape Verde, Tonga, Gambia and Ecuador" - so long as it's not in what's going to become China's Special Administrative Region ...

Fight or be beggared by the neighbours

BENJAMIN ONG  |  MONDAY, 2 MAR 2015
Another rate cut is coming, another rate cut is coming. Bloomberg's survey shows (tada!) 18 out of 29 economists expect the Reserve Bank of Australia (RBA) to follow-up February's 25 bps reduction in the official cash rate to 2.25% with another 25 bps ...

Tme to get fiscal

BENJAMIN ONG  |  FRIDAY, 27 FEB 2015
"If I listened long enough to you I'd find a way to believe that it's all true..." - Tim Hardin Data releases over the past few weeks have vindicated the "crisis" duo of Australian Prime Minister Tony Abbott and his cigar-smoking Treasurer Joe Hockey. ...