Businesses bank on second half recovery

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Private New Capital Expenditure; Average weekly earnings New business investment rose by a less than expected 1.3 per cent in the December quarter. Manufacturing dominated investment plans with investment in

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Profit season: Mixed, but earnings still growing

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Corporate profit season The general sense is that the profit-reporting season has so far proved very mixed. And the numbers back it up. Figures produced from Bloomberg show that there

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CMC Markets predicts nice and nasty earnings season

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Every earnings season holds a couple of surprises. Some nice, some nasty. The nice surprises are going to come from the mining companies in line with higher commodity prices while

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Why are Australian shares lagging? Will it continue?

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Key points Australian shares have disappointingly underperformed traditional global shares over the last year on the back of monetary tightening, worries about a housing bubble, the strong $A and Chinese

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Resource states shift into fourth gear

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Average weekly earnings; ABARE Mineral & energy major projects Average weekly earnings rose by 0.4 per cent in the three months to August with private sector earnings up just 0.2

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Ignore the confusion in global markets to find outstanding opportunities

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One could be excused for feeling that recent global equity market activity is overly confusing. The bipolar combination of market euphoria today, and despair tomorrow, repeats itself over and over.

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