Here's your weekend briefing in which Kohler explodes the myth of decoupling, Gottliebsen uses bank losses as a yardstick for the credit crunch and Bartholomeusz looks at the outlook for A-REITs.
It's taken a while to sink in, but the credit crunch is unwinding the decoupling myth. The big plunges we are seeing on currency markets are a signal that this is a crisis without borders.
Are we there yet?
Big overseas investment banks are returning to the market with news of additional write downs. It's the next phase in a downturn that may only be halfway over.
She'll be REIT
Stockland's Matthew Quinn seems to have risen above the crisis of confidence in Australian real estate investment trusts that has afflicted so many of his peers.
Skittish financial markets have seen more than 10 per cent of US pension assets pour into capital guaranteed products backed by complex derivatives. It's a growing trend with serious implications.
Dream solar system
WorleyParsons announces a $34 billion solar thermal project with the potential to provide 10 per cent of the country's energy needs by 2020.
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