LONDON, Aug 28- The independent companies at the forefront of the U.S. shale boom will finally earn enough from selling oil and gas to cover their capital expenditures next year, for the first time since 2008.. That compares with a shortfall of around $9 billion in 2013 and $32 billion in 2012..» Read More
Stocks and bonds have been hit hard in the past month by fears about when U.S. monetary stimulus will end and remain at risk of further heavy pummeling even if the Fed sheds light this week on its policies, analysts say.
Increasing tensions with North Korea, a strengthening won versus the yen and weak economic growth - things are not looking great for South Korean equities, the second worst performing stock market in Asia this year.
Jindong Hua, VP for Treasury at the International Finance Corporation, discusses his concern about the cross-border capital flow to the emerging markets, which has dropped by sixty percent from 2007 to 2012.
Bob Parker, senior adviser at Credit Suisse, tells CNBC that we are seeing another round of monetary easing that is underpinning markets.
The robust Australian dollar could actually get a whole lot stronger over the next two years, rising to as high as $1.30, but this is subject to strong gains in Asian equity markets.
Jim Walker, Founder and CEO, Asianomics sees a bleak outlook for the global economy in 2013, largely due to expectations for poor company earnings.
Greg Fraser, Associate Director & Research Analyst at Fat Prophets, offers his take on Telstra's capital management and says the firm's announcement to ramp up investment on its mobile business is a positive step.
Does a strong cash position make for a buying opportunity? A check on Internet company, Verisign's balance sheet, with Edward Maguire, CLSA senior analyst, and Joel Fishbein, Lazard Capital Markets senior analyst.
To get an idea of the companies that are holding the most cash, the CNBC analytics team looked at cash and short term investments held by S&P 500 companies. Here's the list.
"I am looking for dislocation, opportunities to add value over a long period of time. You take a company like GlaxoSmithKline, profitability is up two-fold in the last 13 years, yet the share price is down 30 percent. So as a long-term investor, if I can buy Glaxo at 30 percent less, and 12 years on it has doubled its profitability, that's a good trade," Haig Bathgate, CIO at Turcan Connell, told CNBC.
A look at what the Swiss bank needs to do to turn itself around, with Bernard Beal, M.R. Beal & Company, and CNBC's Gary Kaminsky.
Weighing in on Netflix's earnings and asking why no one is talking about the company's cash flow, with CNBC's David Faber and Herb Greenberg.