Insightful Insights

I have previously discussed China’s Industrial Profits declined 8.8 per cent in August from a year earlier, with the biggest fall concentrated in coal, oil and metals, according to the National Bureau of statistics. continue…

by David Buckland Posted in Energy / Resources, Insightful Insights.

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Teck Resources, Canada’s largest diversified mining company, has been one of the larger “short positions” held in the Montaka Global Fund, so it was no surprise to the team at Montgomery when the credit rating of the miner was recently cut by Moody’s to junk bond status. continue…

by David Buckland Posted in Energy / Resources, Insightful Insights.

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Vodafone Australia and TPG Telecom Limited (ASX: TPM) yesterday announced a circa $1 billion deal for the rollout of 4,000 km’s of dark fibre around Australia.

The agreement will allow Vodafone to link up it’s circa 3,000 mobile towers across Australia. This will enable the carrier to advance later in the decade into offering 5G mobile broadband services, a requirement for future competition with Telstra Corporation Limited (ASX: TLS) & Singtel Optus Pty Limited (SI: Z74). continue…

by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.

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In the next few weeks a small New Zealand based insurer – CBL Corp Limited – lists on ASX and NZX. CBL is a slightly odd beast in the insurance world: it focuses on small but profitable specialist niches, where it is able to earn significant underwriting profits. In contrast, mainstream insurers tend to write as much business as they can, even if it means taking on business that earns little to no underwriting profit. They do this because in the period between receiving an insurance premium and having to pay out claims, they can earn investment returns on the premiums written. continue…

by Tim Kelley Posted in Insightful Insights, Insurance.

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This week’s Video Insight coincides with a comprehensive story by the ABC’s Four Corners on the opportunities for effective cost management in Australia’s Health Care System. continue…

by Ben MacNevin Posted in Health Care, Insightful Insights.

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China’s Industrial Profits declined by 8.8 per cent in August from a year earlier, with the biggest fall concentrated in coal, oil and metals according to the National Bureau of Statistics. For the eight months to August 2015, profits from coal, oil and metals companies declined by 65 per cent, 67 per cent and 52 per cent, respectively, on a year on year basis. continue…

by David Buckland Posted in Energy / Resources, Insightful Insights.

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While the world tries to guess when the Federal Reserve will increase interest rates, we thought one of the more eloquent illustrations of the conundrum facing central banks is a recent speech by Andrew Haldane, the Chief Economist of the Bank of England. The speech is aptly entitled, Stuck. continue…

by Ben MacNevin Posted in Economics, Insightful Insights.

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Writing in The Wall Street Journal, David Malpass said; “A year ago the International Monetary Fund projected world GDP at $82 trillion in 2015, but it will likely end up at only $72 trillion, a $10 trillion shrinkage. There’s lots of blame to go around, but the Fed’s seven-year zero-rate trap is a big part of the problem”. continue…

by David Buckland Posted in Insightful Insights.

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In this interview with Julian Lorkin on 2GB Money News, David discusses volatility in European markets and the implications for the Australian economy. He mentions vulnerability in the resource sector, overproduction of steel in China and dumping on global markets.

Click here to listen to the radio clip.

You can listen to any of the Montgomery team’s radio interviews through browsing our media library, listen to more clips here.

by David Buckland Posted in Insightful Insights.

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Whilst many market observers appear to be obsessed about a falling and volatile market, let’s flip all that on its head and instead focus on something a little more productive and a little more positive. continue…

by Russell Muldoon Posted in Insightful Insights.

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