ASX 300

An overview of copper, demand and supply factors, price drivers and the big issue that's weighing on near-term cash flows.

Whether talking markets or his own fund performance, it's honest assessments like this that have made Forager's Steve Johnson so compelling.

Barely a few years ago, Growth was hot. Today, it's about yield. Here's why now is the time for out-of-fashion Growth.

The daily Match Out for Monday 15 March with Market Matters' James Gerrish.

Fundamentals are the main game for Australian bank shareholders, even after the collapse of Silicon Valley Bank in the US

Iain Fulton of Nikko AM shares his thoughts on inflation, picks and shovel types businesses, and why he likes local mining services play.

The daily Match Out for Tuesday 14 March with Market Matters' James Gerrish.

Why we expect gold, and one ASX-listed gold miner, to shine in 2023

The daily Match Out for Monday 13 February with Market Matters' James Gerrish.

Once valuations come down and the headwinds ease, PwC believes a once-in-a-decade merger and takeover opportunity is coming.

Signal or Noise conducts a deep dive into the global commodities market and the structural factors affecting it.

Value will dominate Growth for at least the next couple of years, say Simon Conn and Mathan Somasundaram

ASX futures are down 39 points, to 7,109 as of 8:15am AEDT On any other day, a hot jobs report stateside would be the big story for why US stocks fell sharply. But...

In this episode, Market Matters' James Gerrish and Firetrail's Blake Henricks name the top management teams to emerge this reporting season.

The daily Match Out for Friday 10 February with Market Matters' James Gerrish.

Get up to date on overnight market activity and the big events for the day.

With copper stockpiles down to just days, BMO was abuzz with chatter of a price spike and ramifications for juniors like Caravel and Coda.

In this episode, Firetrail's Blake Henricks and Market Matters' James Gerrish analyse the highs and lows of the February reporting season.

The market close report for Thursday March 9th.

Earnings are under pressure and margins are getting squeezed. So where does the growth seeking investor go? UBS has some ideas.

Having looked backward to understand how Block grew Square into a US$150bn payments business (part one) and applied these learnings to scale Cash App into an 80...

Ratings, consensus price targets, and FNArena insights on each stock covered feature in the following article

Just a cursory glance at the share price history of QBE Insurance Group (ASX:QBE) is enough to scare most investors away. After hitting a high of around $34 back in...

Get up to date on overnight market activity and the big events for the day.