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2020 was a once-in-a-generation opportunity for pure-play ecommerce businesses, and there was a lot of money to be made by investors. However, as we move into 2021, is...

The market adage of January being the barometer for equity market performance for the year will always get tossed around as investors outline their roadmap for the...

The local market sprinted into the profit-taking cycle globally, as reflation starts to take off. The month-end adjustments in asset allocation seem to have finished...

In this flash note, we forecast a very high probability of a $100 billion QE3 program succeeding the $100 billion QE2 commitment the RBA sensationally announced this...

The slant of the early reporting by the popular media on the crowd-driven squeeze on heavily shorted shares like GameStop is worthy of commentary. The angle is one of...

To state the obvious, 2020 was a year like no other. The COVID-19 pandemic presented challenges the likes of which individuals, businesses and governments have never...

For investors seeking income, now may be the time to consider systematic option-selling strategies such as a BuyWrite. Current market conditions in the US have rarely...

'Chris Johnson is the best expert on China the CIA has ever had'. That's the view of former CIA Deputy Director Michael Morell. And if Johnson's views on his country...

Alas, the start to 2021 is not as ‘fresh’ as we would have liked. We have not exited 2020 with a clean slate. A renewed global surge in the pandemic through December...

Happy surprises should outnumber unpleasant surprises for Australian equity investors this earnings season as cyclical tailwinds blow stronger, dividends make a...

Online sales boomed in 2020, rising by upwards of 70% year-on-year during large parts of the year. But what goes up doesn’t always come down. While growth rates will...

Demand for silver skyrocketed this week, off the back of the latest campaign from Reddit’s r/wallstreetbets group. Investors may wonder what’s beyond the frenzy and...

After a year where growth stocks were in favour, it is great to see some optimism for income fund managers to reap dividends for their investors. Whether you’re...

Local market was once again boosted by global investor buying on asset allocation trade in relatively weaker volume. The month end adjustments in asset allocation is...

Everyone loves a good housing story and it’s looking like 2021 could become a best seller. But at what cost? According to the numbers, we’re still in an economic hole,...

If there is one positive to take away from the past year, it is the importance of what we do together. 2020 revealed that the adverse impacts of a pandemic fall...

I wrote recently that for all the terrible consequences of the COVID-19 pandemic, it had a major positive effect in ending a long-running economic cycle while kicking...

The family WhatsApp was on fire - my two-thumb typing tested almost to destruction by the to and fro on hedge funds, short-covering and clearing house deposits. It was...

Over the next six months, we will provide monthly updates on our 'Investment Themes 2021' which was released late last year. We have broken this series down into six...

Following a year of stark contrasts, many investors are left scratching their heads. By traditional definitions, the long bull market that started in 2009, finally...