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CONSUMPTION News & Analysis

What we learned this week: Morningstar Investment Conference edition
Markets
What we learned this week: Morningstar Investment Conference edition
Three things we learnt about inflation at MICAU 2022.
Nicola Chand | 14 October 2022
Iron ore bolsters BHP’s position
Stocks
Iron ore bolsters BHP’s position
The key steel ingredient boosted earnings by about 30 per cent.
Prashant Mehra | 18 August 2020
OK, people: It's time to think big
Markets
OK, people: It's time to think big
If the past few months have given you more time for introspection, use it to improve your financial plan in a big-picture way.
Christine Benz | 22 May 2020
Fortescue faces uphill climb
Stocks
Fortescue faces uphill climb
The near-term outlook for Fortescue Metals Group is strong but the twin tailwinds of high iron ore prices and buoyant Chinese demand may fade, says...
Lex Hall | 12 February 2020
Healthy mining dividends tipped for 2020 despite ore price threat
Stocks
Healthy mining dividends tipped for 2020 despite ore price threat
The world's largest mining company BHP Billiton may outperform Rio Tinto and Fortescue Metal Group in 2020, as the risk of an iron ore price collapse...
Nicki Bourlioufas | 16 December 2019
Fortescue profit soars on iron ore prices
Stocks
Fortescue profit soars on iron ore prices
Higher iron ore prices have helped Fortescue Metals Group book a mammoth profit but the good times won’t last forever, warns Morningstar’s Mathew...
Lex Hall | 27 August 2019
RBA says negative equity possible, but big jump unlikely
Markets
RBA says negative equity possible, but big jump unlikely
The RBA warns some homeowners could face negative equity this year, which could further cut into household consumption and burden the economy – but...
Nicki Bourlioufas | 22 April 2019
China's prodigious appetite for steel tipped to ease
Stocks
China's prodigious appetite for steel tipped to ease
Steel consumption continues to grow more rapidly than expected and the country is on track to reach an 'equilibrium point' in about a decade.
Lex Hall | 16 April 2019
RBA 'may delay rate hike' after GDP miss
Markets
RBA 'may delay rate hike' after GDP miss
The chances of a hike in 2019 are receding after falling house prices, tighter lending standards and sluggish wages contributed to...
AAP | 05 December 2018
The US China trade war is evolving to a new Cold War
Markets
The US China trade war is evolving to a new Cold War
Escalating trade tensions with the US have helped cause a sharp sell-off in China's currency since the beginning of this year.
Morningstar Equity Analysts | 28 November 2018