Another really strong day for Aussie stocks as traders position for further interest rate cuts locally following a weaker than expected print on inflation at 11.30am this morning…A host of investment banks along with ANZ, WBC and NAB are now calling for two rate cuts this year, the... Show More
Investors are forever on the hunt for steady and reliable income streams, which often come in the form of utilities, infrastructure stocks and REITs. And given the expectation of further rate cuts and the subsequent rallies in bond prices, these issues have witnessed a significant bump in their share prices. But... Show More
Woolworths’ interim result last month disappointed and the shares fell briefly before rebounding to where they were before the result: around $30. Does this mean there is nothing to worry about after all and the stock is a buy? Show More
In this 4 minute video, Portfolio Manager Uday Cheruvu explains how Pact Group (ASX: PGH) may benefit from the scale it has built in the Australian packaging manufacturing sector now and into the future. Show More
Boral Limited is a multinational company dealing in building and construction materials. Founded in Australia, it also has extensive operations in the United States and Asia. The company has over 12,000 employees working across over 600 operating sites. Boral was demerged from the ‘old’ Boral Limited in February 2000. The... Show More
Investors have had stimuli like QE and low interest rates to help drive growth in recent years. While the US leads a small retreat of liquidity, the fundamental parts of our future, such as technology and disruption, are progressing just fine and they’re the drivers of real wealth. We recently... Show More
We expect some of the dominant themes of 2018 to persist into 2019. The strong growth we've seen in the United States, which has been pushing up interest rates and inflation pressure, will continue. Show More
After recent market volatility, Portfolio Manager Uday Cheruvu writes on some ways to get to the bottom of a tech company's true value. Show More
Well, one of the roughest month in a long time is behind us and November has seen a bit of rebound in share markets. Microcap's were one of the worst hit in the last month, with the S&P/ASX Emerging Companies Index returning -10.91% for the month! Other indexes faired somewhat... Show More
I always think of periods of market volatility as manageable brush fires - while still causing market nervousness they’re actually better for the long-term market structure as they lower the risk of a serious bush fire. For the Australian market the latest ‘brush fires’ were the result of market nervousness... Show More
