Editor’s Pick
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Which sectors could suffer if we cut our reliance on China?
Andreas Lundberg
April 1, 2021
China is Australia’s largest trading partner, taking almost one-third of our exports. But, after repeated economic actions – such as the imposition of high tariffs and import restrictions on some of our goods – it’s clear we need to reduce our dependence on China. In the short to medium term, that could be painful for some sectors of our economy. continue…
by Andreas Lundberg Posted in Editor's Pick, Global markets.
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Why it will be tough to pick winners in the great EV race
Roger Montgomery
March 30, 2021
If you’re wondering about the best way to profit from the electric vehicle revolution, you’re not alone. To date, Tesla shareholders have enjoyed the fruits of the company’s first mover advantage. But, now, other brands, like Volkswagen, are revving up their strategies, as the race for EV market domination hots up. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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What Telstra’s proposed restructure means for shareholders
Roger Montgomery
March 26, 2021
If you’re a shareholder in Telstra (ASX:TLS), some good news could be on the horizon courtesy of the company’s proposal to restructure its business. The restructure would split TLS into four distinct subsidiaries, and promises to boost the value of the company’s diverse infrastructure assets. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Technology & Telecommunications.
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Why government should not water down responsible lending laws
Andreas Lundberg
March 23, 2021
Last year, in direct contradiction to a key recommendation of the Banking Royal Commission, the Federal Government put forward a proposal to ‘relax’ lending standards by the banks. Thankfully, a vote on the legislation has now been put on hold, and I’m hoping the proposal will be shelved completely. continue…
by Andreas Lundberg Posted in Editor's Pick, Property.
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Why I think house prices will keep going up
Roger Montgomery
March 18, 2021
Australia is in the grip of its biggest property price boom in more than a decade. The boom is motivated in no small part by a fear of missing out. But there are also other important factors at play, leading me to believe that this trend could continue for some time. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Where to invest in 2021
Roger Montgomery
March 15, 2021
The highly respected financial services company, Gavekal, recently published its analysis of S&P500 returns during periods of inflation and disinflation (falling inflation) and, by implication, deflation. Its findings are of profound significance for all investors. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Why I’m still not convinced by the Bitcoin bulls
Roger Montgomery
March 12, 2021
I regularly pop on to Philip Clarke’s ABC Nightlife radio show to discuss, and answer questions on, investing and markets. This week, the board lit up with people wanting to ask about the topic du jour – Bitcoin. Is this explosion in interest a signal that Bitcoin is in bubbly territory, or a pointer that it’s here to stay? continue…
by Roger Montgomery Posted in Editor's Pick, Foreign Currency.
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Why we continue to like Uniti Group
Roger Montgomery
March 11, 2021
David Buckland has been writing about telecommunications services company Uniti Group (ASX: UWL) since March 2019 – just a month after the company listed on the ASX, when the share price was about 20 cents. Today, Uniti shares are around $2.20. That’s better than the proverbial 10-bagger in just two years. And we think there’s more share price growth to come. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Why you should be wary if bond rates rise
Roger Montgomery
March 5, 2021
Falling bond rates have helped propel the prices of long-duration assets – like shares, housing and gold – as well as speculative ‘assets’ like cryptocurrency. But, if rates start to rise in a meaningful way, the price of these assets could tumble. Now could be a good time to re-assess your portfolio. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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What do you think of Bitcoin?
Roger Montgomery
March 2, 2021
It is the question I am most frequently asked by young people that stop me in the street. Indeed, even my own kids ask me for a view. What follows is a few thoughts I share with them. continue…
by Roger Montgomery Posted in Editor's Pick, Foreign Currency.
