Cash Flow Australia

More

• Stocks in 60 Seconds: Li Ning 

  

  CNBC's Deirdre Wang Morris takes on the challenge of the daily stock in 60 seconds segment and looks at Li Ning's shares which fell 2.3 percent after the company warned of substantial loss for 2012.

• Yen Selloff to Run Out of Steam in Near-Term: Pro  

  

  Jonathan Cavenagh, Senior FX Strategist, Westpac Institutional Bank, explains why the yen selloff is set to run out of steam ahead of the BOJ meeting this week.

• Time to Add Some Risk: Expert 

  

  Stephen Hogan, Senior Private Client Adviser, Equities/Derivatives, Novus Capital says risk assets should rally in the coming months. He says it's a good time to add some exposure to stocks like BHP Billiton and Rio Tinto.

• Aussie Banks Still in a Sweet Spot: Expert 

  

  David Ellis, Head of Australian Banking Research, Morningstar Australasia says he is very optimistic about the big four banks in Australia, due to their strong market positions.

• Greenback to Trade Around 86 on Potential For BOJ Easing: Pro 

  

  Hamish Pepper, FX Strategist for Asia Pacific at Barclays Capital, says the dollar is likely to trade around 86 yen within 3 months on the likelihood of more easing from the BOJ following the Japan elections.

• Fed's Decision to Link Interest Rates to Unemployment 'Outrageous': Pro 

  

  Uwe Parpart, Managing Director and Head of Research at Reorient Financial Markets, says the Fed's plan to link U.S. interest rates with the country's unemployment figures raises many questions and may not be effective in creating jobs.

• US Still an Important Market: Norton Rose 

  

  Peter Martyr, Global Chief Executive, Norton Rose says the U.S. is still a very important market for the law firm, despite the current economic issues.

• Here's Why BOJ Won't Ease Before 2013: Pro 

  

  Peter Whitley, Senior FX Analyst, Thomson Reuters, says with the elections still ongoing in Japan, it's too soon to expect any easing measures until at least the first quarter of 2013.

• No Big Concerns About Japan Recession: Expert 

  

  Ben Collett, Head of Japanese Equities, Louis Capital Markets says he's not too concerned about Japan slipping into a technical recession. He says he's more focused on the structural change occurring in the yen for his equity investments.

• The Increasing Cost of Data Storage 

  

  Hu Yoshida, Vice President and Chief Technology Officer, Hitachi Data Systems explains why the cost of data storage and management has been going up.

• Still Positive About the Chinese Economy  

  

  Raymond Yeung, Senior Economist, Greater China at ANZ explains why he's still optimistic about the Chinese economy despite the weaker-than-expected export data.

• ECB and BOE Not Expected to Deliver Much at Meeting: Pro 

  

  Paul Krake, Founder of View from the Peak: Macro Strategies, says investors shouldn't expect much from the ECB or BOE meetings later today as both central banks look set to sit on their hands.

• Why the Aussie May Come Under Pressure 

  

  Nick Verdi, Director of FX Strategy Asia Pacific ex-Japan at Barclays, says the Australian dollar will trade lower in the near term hurt by negotiations over the fiscal cliff which he thinks won't be resolved by the year-end.

• Still Chasing Yield: Portfolio Manager 

  

  Paul Trainor, Senior Portfolio Manager, Macquarie Private Portfolio Management says investors should still be focused on yield while interest rates are falling in Australia.

• Reluctant RBA May Cut Rates Further if Data Weakens: Pro  

  

  David Forrester, Senior Vice President of G10 FX Strategy at Macquarie, says the RBA may be pushed to cut rates further as Australia's economic data looks set to show more weakness in the near term.

• Australian Fundamentals Still Strong: Swan 

  

  Wayne Swan, Treasurer of Australia says weaker third quarter growth figures shouldn't be a concern. He says the country's economic fundamentals are still strong, despite market concerns about the slowing mining boom.

• Emerging Markets to Outperform in 2013: Pro 

  

  Hans Goetti, Chief Investment Officer at Finaport, says with central banks around the world on the verge of action, emerging markets stand a good chance of outperforming in 2013.

• Aussie Investors Too Exposed to Domestic Economy: Expert 

  

  Steve Johnson, CIO, The Intelligent Investor says Australian investors should be looking at stocks with off-shore exposure. He also says investors need to get used to a lower growth environment.

• RBA Rate Decision Finely Balanced: Expert 

  

  Nicki Hutley, Director of Economics, KPMG says the RBA's decision to cut interest rates by 25 basis points was not a given. She says it could be a while until the RBA moves again on rates.

• Solvency to Be Euro Zone Focus in 2013: Pro  

  

  Andrew Pease, Global Head of Investment Strategy at Russell Investments, says while Europe has focused on liquidity in 2012, solvency will take the spotlight in 2013.