Mathan Somasundaram

Local market had a slide after flip flopping early in the day. Commodities bounce helped the miners after US Fed, ECB and BOE moved dovish. UK recovery in wages growth and historically low unemployment helps support the economy despite the high inflation and low currency. Show More

Romano Sala Tenna

The most effective way to generate new stock ideas is to be relentless. Relentless in talking with advisers and other investors, relentless in what you read, relentless in meeting with management, and relentless in developing sources for new ideas such as forums, conferences, newsletters, economic commentary, trade publications and quant... Show More

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A quiet day so far, with shareholders strongly supporting resolutions at AGMs for Computershare (Change of chair from end of the AGM but Chris Morris to stay on the Board), Flight Centre Travel Group, Navitas. Details in the Daily AGM Note updated through the day Show More