http:\/\/dlvr.it\/4mPF3b<\/a><\/p>\n– Overnight: Weak #China HSBC Flash PMI keeps downward pressure on #metals. #Gold up. #oil mixed. #ironore up by US40c to US$123.90\/t<\/p>\n
– UBS: On balance, the most plausible central case is the Australian market P\/E ratio tracks sideways to a touch higher over the coming year<\/p>\n
– Credit Suisse analysis suggests #dividend yield will remain more attractive and for longer than history suggests, continued focus advised<\/p>\n
– BAML reports forward looking indicators pointing towards bounce in #China growth to 7.8-7.9% in Q1 and Q2 2014, from 7.7% in Q4 2013<\/p>\n
– Better things to do? Morgan Stanley scraps active coverage of #HLO Jetset Tavelworld, #GRY Gryphon and #EQN Equatorial Resources #investing<\/p>\n
– Observation: stockbrokers positive on recently re-listed Nine Entertainment (#NEC): TV is not dead and mngt seems doing all right things<\/p>\n
– Overnight: #commodities mixed. #Gold down, crude #oil slightly up and… stop the press! #China #ironore rose by US30c to US$123.50 a tonne<\/p>\n
– Morgan Stanley's update on #commodities prices hits #gold miners the hardest. Sees opportunity in #nickel (prefers Western Mining #WSA)<\/p>\n
– Citi analysts suggest outlook for #China growth this year is "flat" with bias to the downside #commodities #investing<\/p>\n
– Citi sees potential for another solid year for Oz #equities. Prefers #resources stocks and cyclical industrials. Year-end target 5850<\/p>\n
– Observed: growing number of analysts is turning cautiously optimistic on #uranium and uranium producers in 2014 #commodities<\/p>\n
– Overnight: Most #equities and #commodities higher. Not #Gold. Not #ironore. #China spot price down by US$1.60 to US$123.20 a tonne<\/p>\n
– Goldman Sachs has updated #commodities prices projections. Most liked are #nickel,#zinc, #palladium. Least liked are #copper and #ironore<\/p>\n
– With new year approaching in China PBOC again acted to prevent a liquidity squeeze providing ample funds via SLFacility it set up year ago.<\/p>\n
– Standard Life remains optimistic about prospects for #equities and #property markets as companies should put cash to use in 2014 #investing<\/p>\n
– ANZ Bank: expect muted demand for #ironore and high stocks to continue to weigh on prices until end of Chinese break, idem coking #coal<\/p>\n
– Macquarie downgrades Woodside (#WPL) to Underperform as 2014 shaping up as the peak year for production and earnings #investing<\/p>\n
– Macquarie lowers #gold price forecast by 6% for 2014 to US$1,215\/oz and #silver forecast down by 5% to US$19\/oz #preciousmetals<\/p>\n
– ANZ Bank: #China’s growth to moderate to 7.2% in 2014 on the premise growth target lowered to 7% in final two years of 12th five year plan<\/p>\n
– Danske Bank: #China entered new phase growth deceleration driven by de-facto monetary tightening PBoC since mid-2013, control local gvt debt<\/p>\n
– Overnight: European #equities lower. USD weaker. Crude #oil weaker. Base #metals weaker. #China #ironore down US$2.50 to US$124.80 a tonne<\/p>\n
– Uh-Oh. SNL Metals & Mining expects reported significant drill results to decline in 2014, particularly in Canada and Australia #metals<\/p>\n
– Equally interesting: Goldman Sachs grows more confident margin environment for Oz banks. Upgrades #WBC to Hold. Ranking: NAB, WBC, ANZ, CBA<\/p>\n
– Interesting (to say the least): Goldman Sachs maintains investors underestimating 2nd tier of #ironore supply. Retains forecast US$80\/t 2015<\/p>\n
– Deutsche Bank suggests oil stocks set to outperform in 2014, NOT on oil price, on investors' willingness to price in de-risking LNG projects<\/p>\n
– Trading tip from Morgan Stanley: Origin Energy (#ORG) shares expected to rise over next 45 days on short term valuation lift #investing<\/p>\n
\nYou can add my regular Tweets on Twitter via @filapek<\/p>\n
Find out why FNArena subscribers like the service so much: "Your Feedback (Thank You)<\/a>" – Warning this story contains unashamedly positive feedback on the service provided.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"This week’s Tweets on Twitter by Your Editor.<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[5],"tags":[48],"acf":[],"_links":{"self":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/63058"}],"collection":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/comments?post=63058"}],"version-history":[{"count":0,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/63058\/revisions"}],"wp:attachment":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/media?parent=63058"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/categories?post=63058"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/tags?post=63058"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}