Alan Kohler, publisher of The Constant Investor, recently interviewed Rob Shand, CEO of Blue Sky Alternative Investments. The interview focuses on a number of questions raised by a report published by Glaucus Research Group about the operations of Blue Sky Funds. Show More
Select Equities recently published a deep dive on the ASX stocks best leveraged to surging Chinese demand for Australian products, and also the key trends in the three different routes to the Chinese market, including the all-important Daigou channel. Show More
As at last Friday, the S&P/ASX Resources Index (XSR) had recorded 7 consecutive weekly gains providing a 7-week return of just over 17%. Since 1994, weekly winning streaks of this length are unusual, having been previously observed on only 9 independent occasions (down week followed by 7 up weeks). 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
Since 2002, Washington H. Soul Pattinson has delivered total shareholder return of ~490%. That’s more than double the All Ords Accumulation Index and this year marks the 17th straight year of increased dividends. The firm is known for taking a truly long-term view and making counter-cyclical investments. Show More
UBS recently stripped down a Chevy Bolt, the 'first real mass-segment EV', to answer key questions about the EV segment’s future, and resulting implications across the supply chain, including some notably bullish calls on key raw commodities. Show More
Seven Group Holdings is the big mover on the market today, up by $1.00, or 8.9%, to $12.17 on the news that it has moved to 100% ownership of Coates Hire Group. Show More
Reports that the Chinese Government is considering a ban on internal combustion engines, and a move to EVs, has seen moves in companies across the supply chain, from EV manufacturers like Tesla and BYD, to lithium ion battery producers, and down to current and near-term producers of the critical commodities... Show More
Peter O’Connor, Senior Resource Analyst from Shaw & Partners joined James Gerrish, Market Matters / Shaw and Partners, recently to cover a number of topics including his target for BHP: which is the most bullish on the street. Read on for a transcript of his case for the Big Australian... Show More
Six weeks ago, some of the brightest investment minds in the market presented their best stock idea to the Livewire Live audience. In the short period since, they are 3% ahead of the market. Read on for stock ideas from Chris Prunty, Tim Samway, Roger Montgomery, Andrew Mitchell and Oscar... Show More
Thanks for the feedback Andrew. That transcription error has been rectified.
Roger Montgomery on FAO: China growth heading to 5%.
Interesting stock Peter - thanks for wiring. What are coking coal prices doing at the moment, and what do you anticipate?
Michael, interesting call on this one. Would be good to get your thoughts on whether a competing bid is likely to come from Myer?
Technology businesses are limited to a certain extent by the size of the Australian population. For technology to get real traction and subsequent investment there need to be more examples of Australian technology businesses making a global impression. Freelancer is an example of a business breaking some ground on this front.
I think it is the start but it is going to be a long slow process. Reaction on the market suggests businesses, investors and consumers are welcoming the removal of intervention.
Link to a video review on the result and also an overview of the banking sector http://youtu.be/piEO0Es52VE
positive sentiment starting to flow through to some of the junior resources plays. See John Robertson's posts on SDL and ORE. Bullish signals along with BHP forecasts today