australian equities

Latest news and analysis on australian equities

Macro

Australia offers “US multiples for European growth”, says Gerard Minack

The macro veteran on the end of US exceptionalism, Australia is the “stagnation nation”, and the one country offering big upside right now
Tom Stelzer
Livewire Markets
Education

Trump is giving newborns a US$1,000 investment account - why won't Australia follow suit?

Australia is lagging behind global peers in encouraging its youth to invest.
Tom Stelzer
Livewire Markets
Equities

2 ideas in 200 words #6

The best gold stock in our portfolio plus a new addition in the travel space
MEK
Romano Sala Tenna
Katana Asset Management
Equities

The ASX EOFY fire sale: CSL and 4 other stocks on a big discount

These are the ASX 200 stocks that have been going down but have Strong Buy ratings - are they a bargain or bust?
CSL
NXT
+2
Tom Stelzer
Livewire Markets
Equities

Valuations vs. Euphoria: Are investors still thinking clearly?

Valuations are stretched, momentum rules, and quality is being overlooked. Are investors trapped in a fishbowl of euphoria?
BHP
CSL
+2
Ray David
Ray David
Macro

It's very clear who Aussie equity investors should be supporting in State of Origin

And the world should watch out if Queensland wins the 2025 series
Anthony Doyle
Pinnacle Investment Management
Equities

The US stock market is dead

Long live the US stock market - a story in charts
Sebastian Ferrando
Koda Capital
Equities

Catapult: Turning momentum into muscle

Sports technology company Catapult shows what can happen when management gets it right.
Alex Shevelev
Forager
Equities

The ASX’s Tesla? Why global investors aren’t keen on CBA

The experts all agree CBA is overvalued and global funds are steering clear
BXB
+2
Tom Stelzer
Livewire Markets
Funds

The surprise ASX stock topping the list for global investment funds

1 in 10 global funds are holding this unsung hero of the ASX. Are you?
BXB
Tom Stelzer
Livewire Markets
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