-
Chinese property woes point to more pain for our market
Andreas Lundberg
July 25, 2022
News about the Chinese construction sector keeps getting worse. That’s a major issue for our iron ore miners as Chinese property construction accounts for around one quarter of all seaborn iron ore demand. As our three biggest iron ore producers – BHP, Rio and Fortescue – make up a big chunk of the ASX200, I foresee darker days not just for these companies, but for the performance of the entire bourse. Continue…
by Andreas Lundberg Posted in Energy / Resources.
- 1 Comments
- save this article
- 1
- POSTED IN Energy / Resources.
-
It’s becoming scary for small US retailers
Roger Montgomery
July 22, 2022
U.S. Retail Industry observer Retail Dive is reporting Armaggeddon for small retailers in the U.S., citing the survey results of Alignable, a small business networking service with more than seven million members across North America. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick.
- 1 Comments
- save this article
- 1
- POSTED IN Companies, Consumer discretionary, Editor's Pick.
-
Why did Megaport’s share price jump 23%?
Gary Rollo
July 21, 2022
Megaport (ASX:MP1) was the ASX’s star performer yesterday jumping 23 per cent on the close following a trading update that clearly surprised many in the market. I joined Roger to discuss why it is a holding in the Montgomery Small Companies Fund and identify the two big messages in the release yesterday. Continue…
by Gary Rollo Posted in Editor's Pick, Stocks We Like, Video Insights.
-
WHITEPAPERS
Investing in the age of transformation
Polen Capital
July 21, 2022
Over the past two years, the evolution of the pandemic has been the leading force dictating the path of the global recovery. Despite the many challenges still present, Polen Capital believe that several secular trends that were already in motion before COVID-19 will continue to shape the world around us and play an important role in defining tomorrow’s leading businesses. In this whitepaper, Polen Capital look at what they view as some of the most important secular growth themes that may reshape the world over the next decade. Continue…
by Polen Capital Posted in Polen Capital, Whitepapers.
- 2 Comments
- save this article
- 2
- POSTED IN Polen Capital, Whitepapers.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
MEDIA
ABC Nightlife: Is Australia heading into recession?
Roger Montgomery
July 20, 2022
Roger joined Philip Clark on ABC Nightlife to discuss recession and inflation. With the costs rising for food, petrol and energy along with interest rates also going up, is the economy about to enter a recession? With the lowest level of unemployment in known memory, are you wondering how can a downturn be imminent? Listen here.
by Roger Montgomery Posted in Radio.
- LISTEN
- save this article
- POSTED IN Radio.
-
Could a credit crunch be more important than a recession?
Roger Montgomery
July 20, 2022
I have just penned my next column for The Australian Wealth section this weekend. In the article I explain how different definitions of recession are common and yet largely irrelevant for today’s equity investor. Continue…
by Roger Montgomery Posted in Market commentary.
- 1 Comments
- save this article
- 1
- POSTED IN Market commentary.
-
Higher cash rates plus earnings downgrades: an opportunity for counter-cyclical investors
David Buckland
July 20, 2022
In this week’s video insight David reviews what to expect in markets over the next few weeks. We are likely to see a combination of rising official cash rates and the downgrade of many companies’ earnings expectations. Will this promote an opportunity for counter-cyclical investors? Continue…
by David Buckland Posted in Video Insights.
- watch video
- 1 Comments
- save this article
- 1
- POSTED IN Video Insights.
-
Get set for weaker employment data
Stuart Jackson
July 19, 2022
Australia is currently enjoying the most buoyant labour market conditions since the 1970s. But how long can the low unemployment rate persist? As the saying goes, if something can’t go on forever, sooner or later it must stop. And with consumer and business sentiment both waning, surely it is just a matter of time. Continue…
by Stuart Jackson Posted in Economics, Market commentary.
- save this article
- POSTED IN Economics, Market commentary.
