BTC iShares MSCI Australia ETF
Things you need to do today before inflation takes off
So what should investors be doing today? While inflation may take another year or more to get going, it’s not too early to start implementing long-term inflation hedges.
Nikkei 225 Drags Asian Markets Down, Falling 3.1%
Major Asian markets (AAXJ) were trading lower on May 2, 2016, after negative sentiments from the previous week continued.
Why Consumption Will Remain Soft in Australia
Much like US consumers, Australian consumers are in the process of repairing their balance sheets.
How RBA and RBI Monetary Policies Are Impacting Asian Indexes
Asian indexes were trading on a negative trajectory on April 5 as the monetary policies of the RBA and the RBI failed to inspire Asian markets.
Why FireEye Partnered with Microsoft
Following in the footsteps of tech giants IBM (IBM) and Microsoft (MSFT), which partnered to expand and strengthen their offerings, FireEye is also entering an industry partnership with Microsoft.
Adobe Continues to Lure Investors with Share Buybacks
Cash, cash flow, and debt position Earlier in this series, we learned that consistent improvements and growth in subscription revenues enabled Adobe (ADBE) to beat analysts’ expectations in 3Q16. It held cash and short-term investments worth $4.3 billion as of June 3, 2016. It has a debt of $1.9 billion, which is entirely long-term. Adobe’s […]
What Caused Microsoft Stock to Rise by ~20% in 2015?
Microsoft revised its corporate strategy “mobile first cloud first” in accordance with the change in the IT landscape. It’s going through the SMAC revolution.
Apple’s Music Streaming Service Has Ample Growth Potential
In spite of the competition, Apple will have ample opportunities to grow its music streaming service. It will quickly expand its service to countries where competition is less.
Asian Indices Remain Mixed, European Counterparts Soar
Asian indices were trading on a mixed note on March 9 as the fall in Chinese and Japanese indices were offset by rises in Indian and Australian ones.
Did Microsoft’s Strong Revenue Growth Results Improve Its Margins?
In fiscal 1Q17, Microsoft’s gross margin stood at ~61.7%, as compared to ~64.7% in fiscal 1Q16. Intelligent Cloud contributed ~34% to total revenues.
US infrastructure is crumbling: Implications for investors
BlackRock Chairman and CEO Larry Fink reveals how one of the nation’s greatest challenges could also be the next big investment opportunity.
Why China Matters in the Long Run
China matters in the long run—and not just for investors in the country’s equity markets. Slack in the Chinese economy could affect the global economy (FAM) in a big way.
How NetSuite Will Improve Oracle’s Position in the Cloud Space
In fiscal 2016, Oracle reported ~$2.9 billion in cloud revenue. Oracle is making progress in the space and expects 65% growth in the space in fiscal 2017.
A Look at Apple’s Evolution in the Payment-Processing Market
Apple could disrupt the business of established players PayPal and Square in the person-to-person payment-processing market.
Why Employment Numbers Are this Week’s Center of Attention
Strong non-farm employment required to maintain any rate hike hopes Non-farm employment changes are one of the most important indicators the US Fed considers in deciding on monetary policy. May non-farm employment changes hit a multi-year low, which took away all probabilities of a June hike. Check out the following article for further detail on May’s […]
KOSPI Gains, ASX Extends Losses, Singapore Still under Pressure
South Korea’s KOSPI, which lost 1.38% yesterday, marginally recovered today. The index ended up 0.14% at 2,081.84.
Reactions to and implications of the carbon tax repeal
The prices of electricity and retail gas in Australia have increased over the years. According to the Australia Bureau of Statistics, from June, 2007, to December, 2012, average electricity prices increased by 70%.
NZ50 Gains even as ASX and Singapore End Flat
After reaching an 11-year high yesterday, Australia’s S&P/ASX 200 dropped marginally and ended in the red today.
How Trump’s Regime Will Affect Technology Sector Financials
After the announcement of the US presidential election’s outcome, which defied the pre-poll results, we saw a fall in the technology sector (QQQ).
Slowing Global Growth Could Keep Commodity Prices Low
Industrial commodities are likely to see lower prices as demand falls with slowing global growth. Yet a decent entry point doesn’t seem to be on the horizon.
KOSPI, ASX 200, and NZ 50 Gain, Singapore Index Is in the Red
South Korea’s KOSPI remained in the green on May 15. The index gained 0.53% on the day to end at 2,092.78.
Why Is Oracle on a Cloud Acquisition Spree?
So far in 2016, we’ve seen several acquisitions in the cloud space, and these deals indicate growing competition and consolidation.
KOSPI Trails as the ASX 200 Posts Gains
KOSPI, the benchmark index in South Korea, fell 1.2% on May 16 to end up at 2,067.69.
Asian Indexes Were Subdued Except for Oceania Markets
Major Asian markets were trading lower on April 29. They were subdued after Japanese monetary policy inaction continued to weigh markets down.
Tech Sector’s Buybacks Fell despite Microsoft’s $40 Billion Plan
The IT (information technology) sector is still the biggest spending sector on share buybacks in 2Q16, the way it was in 1Q16.
Asian Markets Trade Lower, ECB’s Policy Falls Short of Expectations
Key Asian indexes (AAXJ) were trading lower on July 22 as the ECB’s (European Central Bank) monetary policy disappointed the global market.
Australia Down Marginally, Singapore Index Loses 1.2%
Australia’s S&P/ASX 200 Index continued to trade within a narrow range at the start of the new week.
Why You May Want to Look to Asia for Investment
Many of the countries in which these Asia-focused mutual funds invest have exciting prospects, especially given the present-day gloomy global economy.
How Industry Analysts Feel about Oracle-Aconex Deal
Oracle is not expected to face major competition from domestic players.
Australian Dollar Soared Due to Strong Jobs Data
The Australian dollar-US dollar currency pair continued on an upward trajectory on November 12, 2015. The pair ended the day at 0.71 levels.
Australian Dollar Rises on Strong Growth in Consumer Sentiment
The Australian dollar–US dollar currency pair rose to a high of close to 0.708 yesterday before closing the day at 0.706. The pair rose by about 0.4% on the day.
Most Asia-Pacific Indexes Gain as Markets Wait for Powell
Hong Kong’s Hang Seng Index recovered today after five straight losses.
KOSPI Is Flat, but ASX, NZ50, and Singapore Indexes Lose Slightly
Australia’s ASX 200 lost 0.26% today. The index remained in a downward momentum within a narrow range today. 58 stocks in the index gained while 131 fell today. Among the sectors, industrials, healthcare, and basic materials were the only gainers today.
How NZ50, ASX, Singapore, KOSPI Indexes Fared Today
Australia’s ASX200 lost marginally today. Although the index was trading higher until noon, it erased those gains afterward. 70 stocks gained, while 118 fell. BHP Group (BHP) outperformed the index with marginal gains, while Rio Tinto (RIO) gained 0.64%.
ASX Recovers, KOSPI Is Flat, and Singapore Index Retreats
Australia’s ASX200 recovered today after a loss on Friday. After losing 0.55% on Friday, the index rose 0.22% today. Out of 200 stocks in the index, 83 advanced, while 103 retreated. 14 stayed unchanged today. BHP Group (BHP) and Rio Tinto (RIO) were among the gainers, while News Corp (NWSA) lost 1.29% on the Australian Stock Exchange today.
Australian Equities Rose on Boost to Chinese Infrastructure
Australia’s market was back in business today after yesterday’s holiday for the Queen’s birthday.
KOSPI, ASX, and NZ50 Fell, while Singapore Index Held Steady
South Korea’s KOSPI, which gained yesterday, retreated today.
Trade War Subdues Manufacturing PMIs around the World
Today, IHS Markit published its purchasing managers’ indexes or PMIs for May countries around the world.
KOSPI and ASX Break Winning Streak, and Singapore Index Falls Too
South Korea’s KOSPI, which gained in the last two sessions, fell today.
KOSPI, ASX 200, NZ 50 Gain, Singapore STI Is Flat
South Korea’s KOSPI gained 0.18% on May 22 to end the day at 2,061.25. It was the index’s second consecutive gain.
ASX Closes above 6,500, Singapore Index Falls
After rising 1.74% on May 20 on the back of a surprise election victory for Scott Morrison, Australia’s S&P/ASX 200 gained again on May 21.
ASX Gains on Surprise Election Results, KOSPI Stays Flat
Australia’s benchmark S&P/ASX 200 Index has continued its dream run while most other Asia-Pacific stocks seem to be under pressure.
South Korea, Singapore Indexes Lose, ASX 200 Gains
South Korea’s KOSPI continued to fall for the second straight day on May 17. The index, which fell 1.2% on May 16, extended its losses by another 0.58%.
How Ola Is Expanding Its Rivalry with Uber
China’s ride-hailing giant, Didi Chuxing, recently said that it will be moving to Brazil, with its acquisition of ride-hailing company 99, as well as to Taiwan.
Will 2018 Be a Smooth Road for Investors?
2018 also brings with it many geopolitical events that could bring uncertainty and turn the market around.
Aconex Is Oracle’s Latest Acquisition
On December 18, 2017, Oracle (ORCL) announced its intent to acquire Aconex, an Australia-based (EWA) construction software developer, for $1.2 billion.
How Does the Global LNG Market Look in 2018?
Cheniere Energy (LNG) is protected from fluctuation in LNG prices to a large extent, as 87% of the capacity from its seven trains is tied to long-term contracts.
Global Manufacturing Activity Picks Up the Pace in July 2017
In this series, we’ll look at the performance of global (ACWI) manufacturing indexes and manufacturing activity in emerging markets.
How Has IBM’s Cognitive Solutions Segment’s Performance Been?
Despite its aggressive measures to tap growth, top line growth continues to be elusive for IBM. The company’s 1Q17 results marked its 20th straight quarter without revenue growth.
IBM Continues to Focus on Increasing Data Center Capacity
Last week, IBM (IBM) opened a data center in Sydney, Australia, to meet increased demand for its Watson and Bluemix platforms.
Will Oracle’s and Peers’ Tryst with Bond Sales Continue in 2017?
Tech sector finds an ally in debt market Earlier in this series, we discussed PE (private equity) firms’ surge in bond deals. Let’s look at which technology companies announced billion-dollar-bond sales and how it helped their balance sheets. In late August 2016, Alphabet (GOOG) announced a bond sale of $2 billion. In mid-2016, Oracle (ORCL) […]
New Zealand Employment Reports Should Be Viewed with Caution
Given the two major changes brought about by Statistics New Zealand, markets should view this unemployment release as a benchmark for upcoming releases.
Australian Unemployment Fell: Is More Easing Needed?
The Australian Bureau of Statistics published the employment report for July on August 18, 2016. The unemployment rate fell by 0.1% to 5.7%.
RBA Minutes Exhibit Dovish Bias, Wholesale Prices Rise in India
The RBA released its minutes. Inflationary pressures were subdued—noted by a sluggish rise in consumer prices in Australia of 1% in 2Q16.
Is the Hectic Macro Calendar Pointing to a Volatile Week Ahead?
In terms of the macro calendar, the major data releases for the week starting August 15 from the US side will include the CPI and the building permits release.
Why Did the RBNZ Decide to Cut the Official Cash Rate?
For RBNZ (Reserve Bank of New Zealand) Governor Graeme Wheeler, coming out with a cut was a no-brainer to markets. Markets expected a rate cut.
China’s Trade Surplus Expands, Australian Indices Still Rise
China’s trade surplus widened to $52.3 billion in July from $48.1 billion in the previous month. It’s expected to narrow to $47.6 billion.
Australian Dollar Rose despite the RBA’s Monetary Easing Measures
The RBA (Reserve Bank of Australia) cut the cash rate by 25 basis points to a record low of 1.5% in the monetary policy meeting on Tuesday.
New Flagship ERP Fuels Growth in SAP’s Business Suite Pipeline
In fiscal 2Q16, SAP added more than 500 SAP S/4HANA customers. Of these, approximately 40% were new SAP customers.
Australian Data Disappoints: Does It Point to Easing by the RBA?
The Australian approvals were published ahead of the RBA’s monetary policy. Building approvals fell by 2.9% on a month-over-month basis.
EWA Rises despite Lower Growth in Export and Import Prices
Recently, the trade surplus for Thailand increased as imports fell lower than exports in the Thai economy. THD rose by 0.81% at 1:30 PM EST on July 28.
Sharp Fall in the Japanese Yen, Nikkei 225 Bounces Back
The US dollar-Japanese yen currency pair is inversely related to the yen. It fell to a low of 102.72 after the Japanese monetary policy release.
Inflation Levels in Australia Exhibit a Sluggish Increase
Inflation levels in Australia rose by 1.0% in 2Q16—slightly below estimated forecasts of a 1.1% rise and softer than the previous quarter’s rise of 1.3%.
Inflation Levels in Malaysia Ease, Taiwanese Export Orders Drop
The inflation rate in Malaysia increased by 1.6% on an annual basis in June—compared to 2.0% in the previous month and below forecasts of 1.6%.
Asian Markets Fall, Led by EWA: Australia Stays Open to Rate Cut
The RBA (Reserve Bank of Australia) induced a sell-off in the Australian dollar when it kept the door open for rate cuts in the future. It said inflation rates are still below the target.
Australian Dollar Rises ahead of the RBA’s Minutes
The Australian dollar could gain more if the RBA doesn’t provide a strong hint of cutting interest rates. The central bank is concerned about economic growth.
Asian Markets Rise as Investors Focus on Chinese GDP Release
On a quarterly basis, the advance GDP for Singapore rose by 0.8%, marginally below estimated forecasts of 0.9%.
Central Bank of Malaysia Cuts Rates by 25 Basis Points
The Central Bank of Malaysia unexpectedly reduced the benchmark interest rate by 25 basis points to 3% on July 13—bringing the rates to two-year low levels.
What Factors Could Impact Netflix Internationally?
For 2Q16, Netflix (NFLX) has forecast net additions of 2 million international subscribers. This forecast is lower than its 2Q15 net additions of 2.4 million subscribers.
Oracle Makes News with Its Biggest Bond Sale Ever
On June 29, 2016, Oracle (ORCL) announced a bond sale of $14 billion. The company’s investment-grade bond sale is split among five tranches.
EWJ Trades Positive despite Continued Drop in Retail Sales
Retail sales in Japan fell 1.9% on an annual basis in May—compared to a 0.9% drop in the previous month. Market consensus stood at a decline of 1.6%.
Commodity Currencies Rise against the US Dollar
The US Dollar Index measures the strength of the dollar against a basket of major currencies. It fell by 0.30% on June 28. This ended the upward trend.
Major Macro Events in the Week Starting June 27
The final GDP is scheduled for June 28, 2016. It will be the major driver of markets in the week starting June 27. The GDP is expected to rise by 1.0%.
Central Bank of Turkey Cuts Lending Rates by 50 Basis Points
To stimulate low inflation levels and boost economic growth, the Central Bank of the Republic of Turkey cut the overnight lending rate by 50 basis points.
Focus on Brexit, Volatility Expected to Rise in the Coming Week
This week, the markets will focus on Europe as citizens of the UK decide whether Brexit should pass in the June 23 referendum. There will be a minimal release of data from the US after a jam-packed schedule last week, led by the Federal Reserve meeting.
Will the Rise in US Indexes Act as a Catalyst for Global Markets?
Looking at how US indexes reacted to the central bank policies on June 16, the S&P 500 VIX Index fell by 3.8%. The S&P 500 Index rose by 0.31%.
European and Asian Indexes Gain as US Dollar Drops
On June 15, the Japanese yen rose by 0.08% against the US dollar, while the Australian dollar (EWA) and the New Zealand dollar rose by more than 0.6%.
Could a Dovish Fed Help to Counter Brexit Worries in Global Markets?
Major European indexes (DBEU) were trading negative on June 14, 2016, adding to the losses from the previous three days.
New Zealand Monetary Policy: Upcoming Event in Macro Calendar
The Reserve Bank of New Zealand is scheduled to have its monetary policy meeting on June 9, 2016. The Markets were initially expecting a rate cut of 25 basis points, but they’ve revised the forecast.
Is EWA, the Australian ETF, Poised for Further Gains?
The rise of more than 1% in the iShares MSCI Australia (EWA) got the overall rally this week to more than 4% as investors remained bullish on a recovery in the Australian economy.
PMI Readings Suggest Continued Outperformance of Australian ETFs
The services PMI (purchasing managers’ index) for China (FXI) came in at 51.2 for May 2016. This was the country’s lowest reading since March 2016.
Japan Postpones Sales Tax Hike: Effect on the Nikkei 225
Japanese sales tax hike postponed again ahead of new economic policy On June 1, 2016, the Japanese Nikkei 225 was weighed down by a strengthening yen, which may negatively affect exporters. The move was majorly driven by a statement by Japanese (EWJ) Prime Minister Shinzo Abe to delay the planned rise in sales taxes. The […]
Brexit Threat Spreads Risk around Global Markets
Major European indexes (DBEU) fell on May 31 as polls conducted by the Guardian and ICM suggested voters are in favor of Brexit.
Major Asian Markets Mixed despite Strong Data
Major Asian markets (AAXJ) were trading on a mixed bias on May 23 after the decent data release was hampered by investor caution about a possible US Fed rate hike.
Asian Markets Join Global Equities’ Downward Movement
Major Asian markets (AAXJ) were trading with a negative bias on May 4. It’s a continuation of the fall in global equities the previous day.
Behind the Motorola and Ericsson Collaboration: Next Generation Public Safety
In February 2016, Motorola and Ericsson announced that they will look to develop next generation push-to-talk communications for the public safety market.
Inside Bluewolf Group, IBM’s Latest Cloud Acquisition
In line with its acquisition strategy, IBM ended March with the announcement that it plans to buy Bluewolf Group, which specializes in cloud services.
Why Did the Chinese Indexes Rise on March 21?
Chinese indexes (FXI) rose for the seventh straight trading day on March 21, 2016. The rise on Monday was primarily attributed to the Chinese Securities Finance Corporation.
Asian, European Indexes Traded with Caution ahead of FOMC Meeting
Critical European indexes (DBEU) were trading on a mixed note on March 16, 2016, at 11:00 AM EST.
Australian Dollar Fell as RBA Maintained Policy Rate with Dovish Bias
The Australian dollar ended on a lower note against the US dollar on February 2, 2016, after gaining early in the session as the Reserve Bank of Australia decided to keep interest rates unchanged at 2.0%.
SAP’s Cloud Revenues Reported Triple-Digit Growth in Fiscal 2015
SAP’s cloud systems and support non-IFRS revenues reported 109% growth in constant currency terms. Software revenues grew 13% in constant currency terms.
What’s in Store for the Australian Dollar in 2016?
The Australia dollar is heavily linked to commodity prices and the Chinese economy, which is the major source of demand for Australian exports.
Why Xchanging Is CSC’s Most Recent Acquisition Target
Xchanging is a London-based provider of technology-enabled business processing, especially in the insurance and financial space.
Australian Dollar Rises on Strong Jobs Data
The Australian dollar to the US dollar currency pair was on a positive bias on December 10, 2015.
Intuit’s Persistent Focus on Small Business Benefits Investors
Intuit’s tax and accounting software and offerings dominate the very small business (or VSB) accounting market in the United States.
Why the Australian Dollar Fell after Initial Rally
The Australian dollar to US dollar currency pair rose to a high of 0.73 after the positive Australian GDP numbers.
What Led to the Rout in Chinese Stocks?
The rout in Chinese stocks was only a matter of time. It’s clear that this wasn’t a bull market due to fundamental reasons.
Why the Greenback Has Rallied This Year
The Swiss frank is the only currency on the list that has appreciated against the greenback. Lower growth expectations in emerging markets (EEM) have caused their currencies to depreciate.
Silver Prices Show Positive Correlation with the Australian Dollar
Drop in silver prices among other precious metals With global commodity and metal prices falling in the volatile month of August, silver has been no exception. The economic slowdown in China has been slowing the demand across various commodities. Precious metals like gold and silver have been under pressure. The strength in the US dollar […]
There Was No Single Catalyst for the Recent Selloff
There was no single catalyst for the brutal selloff. Rather, it appears to have been a delayed reaction to several developments.