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Buy Hold Sell
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Buy Hold Sell
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australian consumer
Latest news and analysis on australian consumer
Macro
The fixed-rate mortgage tsunami hitting the Australian consumer in
2023
The ASX All Ordinaries Index is up 8.0% since the beginning of the year. And, in contrast to its performance over the past 12 months, the ASX Small Ordinaries Index is...
Steve Johnson
Forager
Equities
Three reasons why we are underweight discretionary retail
The ASX has some extraordinary consumer discretionary businesses – think ARB, Nick Scali, JB Hi-Fi, Breville and Lovisa. And we hold some of these in our small...
Roger Montgomery
Montgomery Investment Management
Equities
The saintly stocks versus the sinners: which ones perform the best?
In a new era in which environmental, social and governance (ESG) considerations have been enshrined in the way fundies pick their shares, the so-called ‘sin’ stocks...
Tim Boreham
Independent Investment Research
Equities
Don’t count on a consumer crash
Out of countless ‘COVID surprises’, the Australian consumer has been the most astounding. Its strength has dragged our economy out of what could have been a...
Dion Hershan
Yarra Capital Management
Equities
Why we see opportunities in consumer-related stocks this year
We believe those who view the exceptional profit upgrades from domestic consumer-related stocks over the last few months as being extremely short-term should consider...
Kent Williams
AMP Capital
Equities
Consumers will continue to defy
doomsayers
The Covid-19 crisis has brought with it many predictions about the demise of the Australian consumer. But time and time again since the pandemic began, the reality has...
Matt Williams
Airlie Funds Management
Equities
One way to catch post-COVID
upside
Retailers of out-of-home goods and services will be the sector winners in the next 12 to 24 months, says Firetrail’s consumer analyst Tom Kierath. The COVID-induced...
Firetrail Investments
Firetrail Investments
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popular
Macro
Why this ex-central banker fears a second (and even bigger)
mistake
Hans Lee,
Livewire Markets
Equities
The Aussie miner upsizing its stake in the rare earths space
Glenn Freeman,
Livewire Markets
Equities
Buy Hold Sell: Your top large caps for 2023 (and 2 that should have made the
list)
Buy Hold Sell,
Livewire Markets
Macro
Aussie house price losses exceed 10%, Sydney losses breach 14%: 43 year record in sight
Christopher Joye,
Coolabah Capital
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