We are seeing an alarming trend of changing/lowering fee structures within Platinum Asset Management Limited (PTM) and now today K2 Asset Management Holdings Ltd (KAM). I think that this will continue in the industry as Managed Funds continue to fight against lower cost options e.g. ETF’s for investors. While reducing... Show More

We have just seen Capilano Honey (CZZ) - the company is the market leader for honey in Australia and they export to over 30 countries. World honey prices have risen due to political and climatic events and CZZ is maintaining key export markets, and positioned to benefit from improving economic... Show More

National Australia Bank Declares Final Dividend of A$0.97/Share and FY Cash Profit A$ 5.94 Bln, Up 9.3%. Go the Banks!! Show More

APRA tells banks to restrict dividends - High dividend yields and expectations of bonus capital returns have been the major factor in the stellar run in bank shares this year. Article from AFR today, indicating major banks to hold 1%-1.5% above 7%, so might mean banks required to hold 8%-8.5%... Show More

The Market Has Started Pricing In Rate Hikes: Analysts are anticipating interest rates to increase 12 months ahead. Will we get a Melbourne cup day surprise? Show More

How do you run out of money when you are printing it? The current debt debate in the US should not be blindly dismissed as a short term issue. It will be navigated in the next few weeks but there will be no real solution. Rather the ingredients are being... Show More