ASX 200

Recent lithium acquisitions provide see-through valuations for Pilbara which are well above its share price, fuelling talk about what it may get for its planned sale...

Strong balance sheets, predictable earnings and strong cash conversion are the hallmarks of high-quality businesses. If you subscribe to the view that we’re late in...

The market edged higher again today – up around +20pts although it was a narrower move than yesterday with the resource sector a meaningful underperformer. BHP off ...

Expanding on my wire on tax-loss selling earlier this week, in this wire, I look at the dynamics behind this phenomenon and nominate the 50 worst performing big-cap...

The market edged higher today, however gains were very lacklustre considering the +2% rally in US markets overnight. The ASX 200 peaked early on 6387, up ~55pts...

Most direct property segments have solid fundamental support for valuations. Retail has been viewed as the exception. Landlords see many tenants under siege from the...

With the election out of the way and Labor's more disruptive reforms defeated, market sentiment has clearly taken a turn for the better. Looking ahead, the most likely...

We have a special episode of the Complexity Premia podcast out today on the Game of Thrones-style battle between Presidents Trump and Xi over trade, which is...

A choppy session for the ASX today as traders positioned ahead of the RBA rates decision at 2.30pm this afternoon, with Philip Lowe & the board ending the longest...

The market has viewed the private health insurers as one of the biggest winners from this month’s Federal Election. This is due to the market having factored in the...

The weakness across the market persisted again today with the ASX 200 testing and breaking through support and closing on the lows of the session – hard to find a...

With investors making big profits this year in certain stocks, there will be many investors who will want to offset these profits via selling their losers to lock in...

After consulting numerous Chinese and US intelligence, defence and political experts, I believe the probabilities have shifted materially from the benign modal case in...

Lynas (LYC:ASX) is a rare earth producer with operations in Malaysia and Australia; most recently in the news for being the target of an opportunistic takeover by the...

The growing popularity of Venture Capital (VC) has enabled some remarkable and innovative businesses. The attractive returns of many VC funds have stoked further...

The property sector is one of Australia’s largest carbon emitters, contributing more than 20% of Australia’s greenhouse gas emissions. In fact, the buildings we live...

One phenomenon going on at the moment is the buying of stocks that were going to be stuffed by an ALP victory: i.e.: retail, banks, consumer stocks, property stocks,...

The CBA has had the highest level of home loan applications in the last week it has had for the last six months. This is a Corelogic chart showing the 'election...

The market traded lower today thanks to weakness from overseas markets last night and again during our time zone today, however despite the day being dominated by...

This Time Last Year I wrote an article titled The most (and the least) profitable companies on the ASX200. The article was written in response to reading several...

Waiting for the depressed uranium market to turn is like waiting on the platform for a tardy train, but the fundamentals for a recovery are in place. Given the number...

With no overseas lead to key off this morning, local stocks were muted from the outset however continued strength in the Iron Ore price and reasonable buying through...

Small caps roared back to life in 2019 following the liquidity injection provided by the "Fed pivot," with tech stocks leading the way and helping the ASX small...

WAM Global (ASX:WGB) is a listed investment company that invests in a portfolio of global stocks. The focus is predominantly on small to mid-cap stocks...