cba

Christopher Joye

In The AFR I argue that portfolio performance in 2017 will likely hinge heavily on which version of Donald Trump prevails: the aspirational entrepreneur who concentrates on the economy, delegating non-core decision-making in high-tail-risk areas like foreign policy to subject matter experts; or the impulsive and erratic megalomaniac who ushers... Show More

Mathan Somasundaram

Aussie market followed the global markets up again with short covering providing the extra boost. The two main sectors in banks and resources are running hard. Banks were very cheap and the GDP data turned the sentiment from recession worry to bargain hunting and yield chase. Trade deficit data that... Show More

Mathan Somasundaram

Aussie market started positive and finished even more positive on Chinese lending data despite a pullback in the middle on Japanese not moving on stimulus quickly. The Japanese are waiting to see the effects of negative rates before moving on more stimulus. China lending was on fire with New Year.... Show More

Christopher Joye

In The AFR I argue that there are attractive investment opportunities in the extreme chaos gripping global financial markets and offer a mathematical view of how you should have allocated your capital over the last 27 years had you had perfect foresight. I also run the ruler over CBA's latest... Show More

Matt Felsman

I spoke with Swiss financial television station Dukascopy TV about geopolitical event uncertainty, Australian AGM season and how can investors be smarter in their stock selection. Over the last 20 years, big positions in traditional Australian blue chip stocks have been rewarding for investors. BHP Billiton Limited and Rio Tinto... Show More

Mathan Somasundaram

Aussie market started negative again and then muscled its way back to positive territory with Energy sector leading the way after STO announced a rejected take-over bid. But at the end of the day CBA followed WBC lead and put up variable rates by 15bps. Bubble or not, everyone agrees... Show More

Mathan Somasundaram

Aussie market started negative with CBA raising and then it ran into China devaluation part 2 which was followed by substantial broad based selling pressure post lunch from a potential global investor out of Asia. The market was caught completely unaware by the PBOC move to devaluate Yuan yesterday and... Show More