asx:bin

Key themes for reporting season

Livewire Exclusive

It seems like just weeks ago that February reporting season was wrapping up, but believe it or not, reporting season is upon us again. The Australian market has performed solidly in the period since, having gained 4.4% since the end of February. But this number hides the dichotomy that has... Show More

The Netflix culture paradigm

Andrew Fleming

Next to Materials (especially Resources), Industrials have been the sector which has added most to Fund performance through the past couple of years. We often address the logic behind our position in Resource names, and in recent years have also consistently spoken to the impact the Bond bubble has had... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170614

Mathan Somasundaram

Local market was once again up on global investor currency trade. Weaker USD is bad for Japanese Manufacturers and good for Aussie Banks. Even miners recovered on stable China data while beaten up retailers saw some love on value and on rate-cut hope after another weak consumer sentiment. The best... Show More