A currency war has been declared. Did China intentionally manipulate their currency? watch here
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Hong Kong’s Economy Suffers Amid the Unrest
Lachlan Mackay
August 16, 2019
The protests in Hong Kong are through their tenth week; the latest escalation coming from the thousands of anti-government demonstrators forcing the shut down of Hong Kong’s airport, one of the busiest hubs in the world. The government has now announced a HK$19.1 billion (US$2.4 billion) stimulus package as the political unrest is spills over into the economy. Continue…
by Lachlan Mackay Posted in Companies, Global markets.
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Is Challenger undervalued?
Andrew Macken
August 16, 2019
The share price of Challenger Limited (ASX: CGF) – Australia’s leading annuities provider – has declined by almost 50 per cent in the past 12 months. While the firm is clearly out of favour, I believe its long-term prospects could be better than the market is currently pricing in. Continue…
by Andrew Macken Posted in Companies.
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What’s next for the residential construction industry?
Roger Montgomery
August 15, 2019
In this week’s video insight, Roger takes a look at what the future holds for the residential construction industry. We have maintained the view that retailers will report reasonable numbers for FY19 with construction activity still strong as homes that were ordered a year or two ago are still under construction. But once those homes are completed, will the picture for retailers deteriorate rapidly?
by Roger Montgomery Posted in Video Insights.
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Property prices down…REA up?!
Christopher Demasi
August 15, 2019
Over the last four years property prices in Australia peaked and reversed, homes listed for sale have plummeted and the share price of REA Group, Australia’s online property classified portal, has…DOUBLED! Sounds strange perhaps, so I have included the chart from Bloomberg below. Continue…
by Christopher Demasi Posted in Companies, Stocks We Like.
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Could Healius do a Telstra?
Tim Kelley
August 14, 2019
Twelve months ago, we saw compelling value in Telstra (ASX: TLS). Since then, its share price has shot up 40 per cent, and it may have further to run. In a market where it’s tough to find value, we think the healthcare business, Healius, could be the next company to outperform. Continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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Money News 13.08.2019
Roger Montgomery
August 14, 2019
In this interview on Money News Roger and Ross discuss the current protests in Hong Kong, what will happen if Chinese troops step in? On a domestic note, with a rising population should you be looking for opportunities in the industrials sector?
by Roger Montgomery Posted in Radio.
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What did JB Hi-Fi, REA Group and James Hardie have in common coming into reporting season?
Joseph Kim
August 13, 2019
Reporting season is now underway and there have already been a few notable share price moves – JB Hi-Fi (ASX:JBH), REA Group (ASX:REA) and James Hardie (ASX:JHX) leading the way for some larger companies. Continue…
by Joseph Kim Posted in Companies.
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Aussie property bulls are back!
Andrew Macken
August 12, 2019
A new wave of activity in Australian property markets suggests the recent downturn may be over. But, as a nation, is a booming property market, and surging property prices, what we really need? Continue…
by Andrew Macken Posted in Property.
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