asx 200

Latest news and analysis on asx 200

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
The Pitch

Should you look outside the ASX miners for a China stimulus play?

China's latest stimulus measures haven't answered investor concerns. That could be a problem for ASX resources investors
Hans Lee
Livewire Markets
Macro

Down under & out

Key Points: • Australia's economic performance has deteriorated since mid-2022. Strong population growth is papering over the cracks, but the average household is...
Alex Cathcart
Drummond Capital Partners
The Pitch

3 high conviction ASX stock picks for the next 5 years

Plus, the only Big Bank in which this fund manager has an overweight position.
CSL
+2
Hans Lee
Livewire Markets
The Pitch

Is it time to sell your ASX consumer stocks?

Fidelity International's Casey McLean certainly thinks so. Hear why in this episode of The Pitch.
Hans Lee
Livewire Markets
Equities

Four founder-led companies worth watching

Ray David discusses the importance of Governance, and four Founder led ASX businesses to keep an eye on.
FMG
NWS
+7
Ray David
Blackwattle Investment Partners
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