Stephane’s been to China. He’s come back thinking the outlook remains positive for Resources.
In a world where information is disseminated almost instantly, markets have become quick to price in new information. However, Andrew Martin from Alphinity Investment Management says that they generally fail to appreciate the long-term implications of a change in outlook.
Will Apple’s customers upgrade their phone, or will the ‘iPhone Supercycle’ fizz? Lachlan MacGregor shares his thoughts.
Stuart Welch takes a look at CSL. The bad Australian influenza season bodes well for the turnaround of their Seqirus business.
Lachlan MacGregor discusses the latest news in global technology stocks.
The Australian equity market is showing plenty of opportunity for investors, as long as you know where to look. Andrew Martin shares his insights following reporting season.
Lachlan MacGregor shares his thoughts on the latest tech news including; announcements by car makers expanding their electric vehicle ambitions, plans for colonisation of Mars and commercial driverless taxi services.
Stock prices have been moved more by macro events than by individual outlooks in the current business cycle, but that’s all starting to change, says Andrew Martin.