For obvious reasons, much of 2020 was a quiet time for ASX IPOs: the uncertainty caused by the COVID-19 pandemic made for a challenging investment environment – one that only a brave business owner would want to list into. Continue…

by Tim Kelley Posted in Companies.

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In this week’s video insight Joseph discusses the recent performance of the retail sector and how reopening economies may impact retail performance. Government support drove an increase to spending on goods while services such as restaurants and travel were restricted. What will happen once government stimulus ends?

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by Joseph Kim Posted in Companies.

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You’ve probably heard bullish commentators argue that declining interest rates explain, and justify, the extraordinary price to earnings (PE) multiples being paid for growth stocks.  Many of these commentators also maintain that, because rates are going to stay lower for longer, these stocks are a defensive, sensible, and even safe investment.  But are they right? Continue…

by Roger Montgomery Posted in Investing Education.

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Perhaps unsurprisingly, new data from the Pew Research Center shows international opinions of both China and the US have sharply deteriorated this year. Though both are still rightly considered the world’s leading economic powers, there is ubiquitous and growing distrust of the two. Continue…

by Lachlan Mackay Posted in Global markets.

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As Warren Buffett once said: “Price is what you pay; value is what you get.” This simple definition underpins the logical pursuit of value investors to make investments in businesses only when prices are materially below their true value. This seems absurdly obvious and yet executing on this approach is rather difficult. Why? Because “true value” is, essentially, unobservable. Continue…

by Andrew Macken Posted in Investing Education.

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Roger joined Ross Greenwood on The Money Minutes to discuss the outlook for markets and the potential impact of the US election. People associate the economy with the performance of the stock market, although there’s no correlation over a 1-year period. Even in an economy that isn’t going so well, there will still be businesses growing very strongly. Tune in for more on the risks and opportunities from either a Trump or Biden victory.

by Roger Montgomery Posted in Radio.

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In Part I, we provided a high-level overview of Ant Group’s businesses – a collection of connected payment and fintech platforms that form an enviable closed-loop consumer ecosystem. In Part II, we will highlight what we believe are the key considerations for potential investors in Ant Group. Continue…

by Daniel Wu Posted in Companies.

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Over the next few months we’ll see cuts to COVID-19 relief. These cuts will adversely impact the ability of many households and businesses to repay their loans. But just how many remains to be seen. The banks – and their shareholders – will be hoping for the best, and keeping their fingers crossed. Continue…

by Andreas Lundberg Posted in Market commentary.

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