Is it time to go defensive? And by how much?
With dramatic data drops raising questions about a US recession and inflation, is it time to be less confident about rising stock prices. If so, what should your defensive strategy be?
Investment analysis, share recommendations, and market insights.
With dramatic data drops raising questions about a US recession and inflation, is it time to be less confident about rising stock prices. If so, what should your defensive strategy be?
Wesfarmers (WES) has climbed all year, trading as high as $95.17 before the release of its full year result. Now the question is: Is it too expensive and a sell? Here’s what I think.
For our “HOT” stock today, Raymond Chan, Head of Asian Desk explains why Morgans regards Orica Ltd (ORI) as a BUY.
With James Dunn in the USA this week, we’re checking on our recent “HOT” stock calls. And following reporting season, do they remain hot?
Here are two Exchange Traded Funds (ETFs) that invest in emerging market (EM) bonds to consider. Both are quoted on the ASX and bought and sold like a share. The first is an active ETF; the second invests passively by tracking an index.
In our “HOT” stock article today, Michael Gable, Managing Director of Fairmont Equities, says that in addition to the chart giving a BUY signal, there are key catalysts for its share price to improve as earnings growth improves next year.
A small cohort of stocks brought out very good results, but I maintain they still have some scope for share price rises. Here are three standout situations.
For our “HOT” stock today, Raymond Chan, Head of Asian Desk explains why Morgans gives NEXTDC (NXT) a BUY rating.
Many of us have been surprised at the sell off of stocks such as CSL and James Hardie. The magnitude of the negative market reactions suggests that AI-driven bots could be at work. Are these creations of the digital world a problem or an opportunity?
Small caps are finally finding their groove. So far in August they have significantly outperformed large-caps – a trend that could continue into FY26. Having followed and written about small cap stocks for over three decades, I think conditions are ripe for more sustained small cap outperformance in FY26.
You don't have credit card details available. You will be redirected to update payment method page. Click OK to continue.