Trade Wars and the Peak of the Chinese Growth Model

Benjamin Goodwin

Snapshot: China’s export-led growth model is reaching its limits. While China’s exports grew rapidly from admission to the WTO in 2001, declining competitiveness saw China’s share of global exports peak in 2015. Now, tariffs imposed by the United States on around half of China’s exports, see further impediments to the... Show More

20% fall in property now possible

Shane Oliver

Property prices in Sydney and Melbourne are likely to see top to bottom falls of around 20% as credit conditions tighten, supply rises and a negative feedback loop from falling prices risks developing. Other cities will perform better having not seen the boom of the last few years. Property investors... Show More

Rethinking Fixed Income in Retirement

Gopi Karunakaran

We have been in a period where financial market volatility has been abnormally low and as such, the focus in fixed income has become overly skewed to how much interest income can be generated, at the expense of ignoring downside risks. Show More

The investing guide for dummies

Marcus Padley

A lot of trading books and courses will tell you in the first paragraph “Treat it as a business” and whilst that’s boring, it’s right. And one of my tennis partners has another trading cliché, “Do not trust yourself”, which is really the same thing. The more investment, and the... Show More

Stocktoberfest: Following the footsteps of successful roll-ups?

Simon Shields

Healthia (ASX:HLA) was formed to bring together well established allied health businesses, which include the My FootDr Podiatry and Allsports Physiotherapy brands, with the aim to be one of Australia’s leading allied health companies. Show More

Avatar fallback

Peter Kopetz

One can argue how successful those rollouts were with 3 out of 4 struggling in recent years. The trouble with rollups is the longer it goes on the riskier and harder it gets. I would cla [...]

Sheffield Resources - Thunderbird HMS ready to roll

Mark Gordon

With all major approvals, the Mining Lease, offtake agreements and debt facilities in place, Sheffield Resources has commenced preliminary site works on the world class zircon-rich Thunderbird HMS deposit. The Project, which is located on the Dampier Peninsula of Western Australia, is just 140km by road from either Broome or... Show More

Where is the upside for Nufarm?

Stuart Jackson

Australia’s drought may be the worst in 800 years and is also likely to affect many agriculture companies. Reviewing the FY2018 result by agricultural chemical company, Nufarm (ASX:NUF), makes interesting reading. While Nufarm’s results were in line with the guidance provided by the company in July, the result includes two... Show More