asx 200

Latest news and analysis on asx 200

Equities

'Revolutionary': Wilsons declares NextDC a massive AI winner

The picks and shovels approach to AI investing means the market heavily favours data centre plays like NextDC.
NXT
Tom Richardson
Livewire Markets
Equities

Where will the earnings come from in the Australian market?

The ASX 200 is at record highs, but investors should consider the path forward.
Tom Wickenden
Betashares
Equities

Insiders are buying shares in these companies, including the ASX itself

Insiders generally only buy for one reason - because they think a stock is cheap, so this might be worth paying attention to.
ASX
Tom Richardson
Livewire Markets
Equities

ASX 200 flashes “overvalued” warning as key market indicator crosses danger level

A closely watched institutional indicator is flashing a warning that stocks are expensive. We investigate whether you should be worried.
Carl Capolingua
Livewire Markets
Education

Fisher Investments Australia reviews how to benchmark your portfolio effectively

Amongst the myriad of investing tools, we find benchmarks the most indispensable. What is a benchmark? And how can investors use it?
Fisher Investments Australia®
Macro

A (key)word says 1000 pictures – reporting season analysis

Not sure where to start this ASX FY25 reporting season? NAOS analyses keywords in earnings call transcripts to reveal the common themes.
Robert Miller
NAOS
Fund in Focus

"Win more on down days": The big edge for defensive equities funds

Hamish FitzSimons on why defensive stocks are underappreciated, the parts of the ASX his fund is keen on, and those it isn't.
Tom Stelzer
Livewire Markets
Equities

Guess how many ASX 200 stocks have outperformed CBA?

Few ASX 200 stocks beat CBA's gains in the past twelve months — a stark reminder of its dominance despite rich valuations.
Kerry Sun
Livewire Markets
Equities

The ASX EOFY fire sale: CSL and 4 other stocks on a big discount

These are the ASX 200 stocks that have been going down but have Strong Buy ratings - are they a bargain or bust?
CSL
NXT
+2
Tom Stelzer
Livewire Markets
Equities

Warning: Traders are lifting short bets against these 10 ASX 200 stocks

Over the week to 22 May traders increased bets that the shares in these ASX stalwarts are set to fall.
ALX
BRG
+8
Tom Richardson
Livewire Markets
Equities

The ASX 200's fallen giants - is there any way back?

The ASX 200 is back in positive territory for 2025 but what are the prospects for its worst performers?
IEL
IGO
+1
Tom Stelzer
Livewire Markets
Macro

Betashares economist says RBA could slash rates to 2% if US enters recession

David Bassanese says his base case is the RBA takes rates to 3.35% this year, while other economists warned the cut is a mistake.
Tom Richardson
Livewire Markets
Equities

UBS: Has "Aussie exceptionalism" seen the ASX 200 run too far?

After an impressive recovery, is the future really that rosy for the ASX 200? Plus three stocks UBS is adding to its most-preferred list.
SGH
TNE
Tom Stelzer
Livewire Markets
Equities

Why Trump’s tariffs are sheer genius and now is the time to buy ASX shares

Is President Trump's massive tariff gambit a masterstroke in disguise? Have markets overreacted – and is it time to buy? We investigate!
BHP
+6
Carl Capolingua
Livewire Markets
Equities

ASX 200 correction will be bear market unless Trump blinks – Macquarie

Unless we see a major pivot from the returning US president, Trump’s trade war and cuts are likely to trigger a bear market, says Macquarie.
BHP
+17
Carl Capolingua
Livewire Markets
Equities

3 quality ASX stocks for 2025

We discuss our stock picks from 2024 and then highlight three new high-quality companies best placed to navigate 2025.
SEK
XYZ
Michael Teran
Blackwattle Investment Partners
Equities

The Australian dollar is near five-year lows and these 4 ASX sectors stand to benefit

Plus, how high is the bar for the ASX-listed banks in 2025?
Hans Lee
Livewire Markets
Equities

Starting points matter

Understanding the three components of shareholder returns.
Emma Fisher
Airlie Funds Management
Equities

What to expect in 2025: market outlook

We expect 2025 to be the year of moderation. Here are three things we are watching in the next market year.
CGF
+8
Matthew Haupt
Wilson Asset Management
Equities

Bell Potter's top stock picks for 2025

Bell Potter's analysts share their best ASX ideas for 2025.
Bell Potter
Stockbroker
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