Australian Dollar | Clime

The direction of the $A will determine how strong the Australian equity market will be this year - 01/02/12

The international picture To the surprise of many, world equity markets have begun 2012 with a bit of a flurry. It certainly would have surprised the billionaires, the politicians, the economists, the hedge fund managers and the strategists who attended … Continue reading →

Is this the most important chart in Australia? - 10/01/12

On the 3rd January, the Reserve Bank of Australia released its monthly index on commodity prices, possibly the most important chart for the Australian economy at present. The index showed a slight decline of 1% in the series for the … Continue reading →

There are signs of hope amid the market gloom - 31/12/11

Paul Zwi comments on the following piece by Tim Boreham’s published in The Australian, 31 December 2011. MARKET watchers expect an improved 2012 after the local bourse’s abysmal showing in calendar 2011 but warn that trading may get worse before … Continue reading →

Clear eyes see through difficult times - 07/09/11

The following interview with John Abernethy featured in the The Australian, Wealth on Wednesday 7 September 2011. – – – – – – – – – – – – – Clime Investment Management’s John Abernethy. Picture: Jeremy Piper Source: The Australian … Continue reading →

Reporting Season Preview: Sound fundamentals, but a tough start to reporting season for markets - 05/08/11

Reporting Season Preview: Sound fundamentals, but a tough start to reporting season for markets. As we head into reporting season, the market remains concerned by the well known macro issues such as US/European growth and debt concerns, Chinese inflation and … Continue reading →

Carbon Tax – Everything you wanted to know, but were afraid to ask - 13/07/11

The announcement clears up a considerable amount of uncertainty that has bedevilled markets for the last 6 months. Of course, some uncertainty about transition arrangements remains, and in all probability considerable horse-trading about the fine print lies ahead. But at … Continue reading →

Global Construction Services Limited - 11/02/11

Global Construction Services Limited (ASX:GCS) was listed on the 14th August 2007 at $1 and offers a range of products and services to the commercial, residential, resource and industrial sectors of the WA economy. GCS was established in July 2003 … Continue reading →

Five possibilities for Buffett - 02/02/11

The following article by George Whitehouse featured in The Australian Financial Review, 2 February 2011. – – – – – – – – – – – – – The key characteristics that Warren Buffett has displayed over decades has been … Continue reading →

The View - 25/01/11

The international picture To the surprise of many, world equity markets have begun 2012 with a bit of a flurry. It certainly would have surprised the billionaires, the politicians, the economists, the hedge fund managers and the strategists who attended … Continue reading →

Oroton Shines - 01/01/11

The following article by Adrian Ezquerro featured in Eureka Report and Switzer, January 2011. – – – – – – – – – – – – – PORTFOLIO POINT: The retail and brand management group continues to perform strongly while … Continue reading →