Daily FNArena News

A glance through the latest expert views and predictions about commodities with commentary from LME Week, some positive views on for mineral sands and fertiliser prices and revisions to ratings in the energy sector.

Analysts are not convinced two Tabcorps offer any more value than one, and any takeover potential will will be tempered by regulatory and cost hurdles.

To raise or not to raise? The pros and cons are finely balanced according to the RBA minutes.

A pick up in market activity has seen uranium prices creep higher, uranium market consultant TradeTech lifting its spot price forecast by US50c/lb.

The TechWizard reports the current rally is likely to carry gold to or above US$1500/oz, but it won’t go via one straight line.

ANZ Bank estimates Australia needs invest $600 billion in infrastructure over the next six years, while in Asia the estimate is US$13 trillion over the next decade.

Superseded MySpace is proving a drag for New Corp, but one broker speculates there might be an opportunity for News to lever value off a Yahoo-AOL merger.

Three of the Big Four banks will begin to report full-year earnings next week along with a first-half result from Macquarie Group.

Australians are paying for the privilege of living in the Lucky Country. The same goes for ASX-listed stocks, so investors better pay attention.

Gujarat NRE Coking Coal continues to attract attention in the Australian market, with more broker coverage forthcoming last week.