ASX 100

The man who built Pilbara Minerals is running a new ASX lithium hopeful and says soaring demand will help lithium prices recover.

With Telstra’s fiery rally leaving it fully priced, where should investors turn for protection? Bell Potter names two interesting stocks.

Alphinity's Stuart Welch highlights the importance of earnings momentum and shares how his team hunts for companies displaying it.

We review ADNOC’s Santos takeover, market and broker response, the likelihood of a rival bid, and the major hurdles it faces to be approved.

Morgan Stanley’s Chris Nicol says Australia is in a decent spot despite tariffs, slow growth and an expensive stock market.

Valuations are proving anchors without a tip currently, and the current continues to see share prices accelerate.

Israel has attacked Iranian nuclear and missile facilities. How have ASX energy stocks responded and what are the ramifications for the ASX?

Bauxite prices spiked 40% last year, but we think this is just the beginning. Here’s how we’re playing it and why.

Woodside and Santos are rallying on rising Mid-East tensions and crude, but after months of underperforming the ASX 200, can this continue?

We speak to Stockland Development CEO Andrew Whitson to unpack the challenges in meeting Australia’s growing housing demand.

Jarden analyst Tom Beadle thinks Xero isn't giving up on the US as this vertiginous growth stock hits new highs.

Two crucial US government bond auctions are due this week. We show you how to read the results and anticipate the impact on your portfolio.

FNArena is a pillar of Australian financial markets news and analysis but it hasn’t all been smooth sailing.

Great timing for O’Keeffe-backed Mont Royal and its deal on a big rare earths project; Copper-gold explorer Cygnus runs ahead of assays.

The ASX has a rich vein of quality growth companies, but in some instances, international stocks have better prospects and valuations.

These are the ASX 200 stocks that have been going down but have Strong Buy ratings - are they a bargain or bust?

We've compiled the stocks with momentum, plus the global trends set to drive the next wave of growth.

Valuations are stretched, momentum rules, and quality is being overlooked. Are investors trapped in a fishbowl of euphoria?

Ex-20, not ex-growth: How First Sentier Investors finds Australia’s quiet compounders and holds them for the long run.

Jake Klein built two gold giants from scratch. Now he warns: the West isn’t ready for what’s coming, and gold is flashing the signal.

First Sentier Investors Dushko Bajic shares the mindset you need to master growth investing - even when the P/E looks sky-high.

Two contrasting strategies, one focus on long-term growth. See how Ben Clark and Adam Dawes think about risk, return, and diversification.

Forget the unicorn hunt. Outperformance lives in evidence-based asymmetry, mispriced assets, and free options the market doesn’t see.

One fund manager warns CBA investors may face the five years of dismal returns that CSL investors have worn.