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Weekly CEO and Business Leader Insights from Across the Market

NAOS Asset Management

"I think we're in a golden age of travel and there are two mega-trends that are driving it. One is the huge amount of growth in the middle-class all over the world with people that have more disposable income. The other is people wanting more experiences. It really means great... Show More

Business Insights Across the Market

NAOS Asset Management

CEO’s and business leaders' comments can provide valuable insights and provide a greater understanding of the current investment environment and key trends that may be emerging. Below are quotes from the week which in our view detail some of the most important and prominent industry trends and economic factors impacting... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170810

Mathan Somasundaram

Local market fell back into negative territory in the afternoon as global investor support for the banks ran out. The local market has gone nowhere in the last 2 months…23 up days and 22 down days. RIO going ex div weighed on the materials sector. Property sector giants in SCG... Show More

5 megatrends we are investing in

Rob Tucker

We have used the megatrends framework as a template for several years, simply as a way of formulating a framework for how we start filtering down the investible universe into stocks that we ultimately focus on. We revisit this every 6-12 months to assess where the opportunities are to find... Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170807

Mathan Somasundaram

Local market bounced back after 3 consecutive negative days on the back of solid US non farm payrolls and better commodities. The last time market had 4 consecutive negative days was in early May…and our market has been going sideways since then. Local market and currency got a slight boost... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170502

Mathan Somasundaram

Local market fell from the start after weak ANZ market update before making a recovery in the back end of the trading day to close flat. Property, Energy and Staples were the outperformers while Gold, Banks and IT were the underperformers. RBA meeting showed inflation back into band….rising food prices... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170501

Mathan Somasundaram

Local market made started positive on global investors pushing up the banks before pullback as local investors took profit. After that all the open Asian markets recovered on the US congress deal to fund the US Government till September!!! Utilities, Industrials and Staples were the outperformers while Resources were the... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170406

Mathan Somasundaram

Local market fell on global sentiment and then made a slight recovery to close negative…that makes three negative days out of the last five…steam coming off the market as optimism fades. Gold, Health Care and Utilities were the best performers while Telcos, Banks and Energy were the worst performers. Solid... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170404

Mathan Somasundaram

Local market pulled back on weaker US, currency and commodity as banks were unable to swim against the tide again. Gold and Miners were the best while Telcos and Financials weighed on the market. Car sales in the US was a real disappointment and market reading through... Show More

10 key themes and 29 ways to play them

Morgans Financial Limited

Equity markets remain at the mercy of abnormal macroeconomic conditions such as unconventional central bank interest rate settings and heightened political uncertainty. Making bold portfolio decisions amid such uncertain conditions is a difficult and potentially hazardous exercise; hence our cautious Asset Allocation settings. Despite these challenges, we think that enduring... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170330

Mathan Somasundaram

Local market had another positive day driven by resources and banks despite weak global sentiment. Resource were pushed up by better commodities while stronger currency drove global investors to buy into our banks. Staples, Energy and REITs were the best performers while Gold, Industrials and Utilities were the negative sectors. Show More