ASX:FNP

JCP  Investment Partners

There are several areas of analysis that have stirred debate at JCP as we head into 2019, and each appears to carry a bit more bite than in standard years. These include the following topics, which we discuss in full, with stock examples, in our 2019 market outlook attached. Show More

Andrew Mitchell

Not unlike the regenerative quality of an Australian summer bushfire, equity market corrections are a necessary evil of healthy and well-functioning markets. More often than not, they allow share markets to recalibrate and consolidate over the shorter-term, whilst also acting as an agent to transfer capital from weaker, short-term hands... Show More

Mathan Somasundaram

Local market ran on positive China and US data before short covering pushed it to the best one day performance since Nov 2016 before RBA watered it down. Banks were up on global bank sentiment while Resources were up on China and Oil data. Retail data helped to push short... Show More

Mathan Somasundaram

Local market made an unconvincing positive day after US market lost steam on the tax reform agenda release. US tax reform agenda was a yawn as expected. It looked like a high school project but with less detail. It was a one pager that stated pre-election slogans with not much... Show More

Mathan Somasundaram

Local market popped on the open with French election result before sliding to close a slight positive day. The French elections goes to stage 2 as both major parties miss out…Le Pen faces Macron in final round of French presidential election…market remains positive that EU will survive on the back... Show More

Mathan Somasundaram

Local market jumped on the open and then traded sideways due to better commodity prices and strong global sentiment. Resources, Health Care and Banks drove the market higher while Telecommunication Services was the only negative sector. Investors continue to move from small caps to large caps and yield bond proxies... Show More