If you think so, you aren't alone. Complaints and conspiracy theories are all over the internet. This goes to the core of the biggest question right now for technology investors: will Apple's customers upgrade their phone, or will the 'iPhone Supercycle' fizz. US$3 trillion is riding on the answer. Show More

The S&P/ASX All Ordinaries Accumulation Index closed up 1.4% for the week. On Tuesday, minutes from the Reserve Bank of Australia (RBA) gave no indication as to when the central bank would raise the cash rate, despite growing market expectations of tighter policy next calendar year. On Thursday, data from... Show More

Following on from the recently announced takeover offers for Mantra Group Limited (MTR) and Property Group Limited (PLG) and so too the current tussle for control of Asia Pacific Data Centres (AJD), we thought it was worth revisiting what we look for when trading opportunities in the merger arbitrage space... Show More

The kiwi has been spellbound by New Zealand political news since Jacinda Ardern became Labour Party leader. In our brief weekly video, I discuss the sharp fall in the kiwi as Ardern was anointed prime minister and the new coalition government's focus on the currency, including an unexpected cameo by... Show More

In the AFR today I examine whether Aussie corporate and financial bonds are currently cheap or expensive relative to pre-GFC and post-GFC spread levels, on the basis of bottom-up modelling of their fundamentals, and compared to US investment-grade and high-yield credit (click on that link to read for free or... Show More

Earlier this week, the 19th National Congress of the Communist Party began in China and kicked off with a marathon speech by President Xi. The speech, which ran for almost 3 and a half hours, showcased Xi’s accomplishments in the last 5 years and outlined a sweeping vision for the... Show More

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

In this short video we discuss the current state of the lithium market, the contrast between producers focussed on brine production compared to those who rely rock deposits and AGY’s Rincon Lithium Project in Argentina, whose first production of battery grade lithium product is anticipated during the March quarter of... Show More

New Century Resources is up significantly since we first acquired it and is trading approximately in line with our original share price target. Clearly, the company has been through a period of price discovery with strong promotional support. Hence, we felt a need to justify our purchase but also outline... Show More

Inflation readings dominate in Australia in the coming week. The Consumer Price Index is issued on Wednesday with trade prices (exports and imports) on Thursday and business inflation – producer prices – to be released on Friday. Show More

A world where lithium is produced for free sounds too good to be true. But lithium producer Galaxy doesn’t think so. It has just taken a 12% stake in lithium technology developer Lepidico. Is this a marriage made in Heaven? Plus, our predictions of Echo’s re-rating are now reverberating. Show More

Last-mile logistics is one of the biggest issues facing ecommerce businesses today. Amazon has spent billions on the issue overseas, while Australia Post’s ‘Shipster’ aims to solve the issue locally. GetSwift (ASX:GSW) offers its patented technology to corporate customers to drive efficiency in the last-mile. Show More

In a recent interview, Platinum Asset Management CIO, Andrew Clifford, delivered some important insights on Chinese market opportunities. We have pulled out five key takeouts for you below. Show More

High expectations, high growth, and high risk. Small cap tech stocks are not for the faint of heart; high potential returns are on offer though, if you get the call right. So, find out whether it’s time to subscribe or delete these young companies, with Roger Montgomery and Neil Carter. Show More

2017 is the first year of global synchronised growth post 2011 and 2018 is expected to at least extend the positive global momentum, so why haven't share prices of miners and energy producers performed better than they have thus far this year? Show More

Recently we wrote an article looking at the Telecommunications industry in Australia. Our main premise was the introduction of TPG Telecom into the mobile space would cause problems for the existing players and lead to lower margins across the industry. We received a lot of feedback on that article and... Show More

In this short video we discuss the company’s 3Q trading update which featured record cash receipts and increased revenues, the comparison to its domestic peer, carsales.com.au and the focus on building its position in the Mexican and Ecuadorian car sales markets. Show More

This year MSCI said it plans to add 222 mainland Chinese A-shares to their index. This heralds a further emergence of China (and more broadly Asia) as a signficant market to look out for. We see a range of opportunities in Chinese ports, telecom and select consumer companies. In Japan... Show More

At a fund presentation yesterday, the manager said: “At its core, investing is actually a very simple business… The problem, however, is that it’s incredibly difficult”. Part of the reason is the plethora of cognitive biases we have as humans, five of which are summarised in this infographic from Visual... Show More

Australia’s largest banks have endured a controversial year defined by public relations nightmares and opportunistic government interventions. Show More