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EML strategically enters another growth vertical via the SG acquisition
Dominic Rose
April 14, 2021
EML Payments (ASX:EML) continues to diversify and grow. No longer just a gift-card company, it is evolving into a leading global FinTech enabler, providing end-to-end payment technology solutions for a diverse range of high-growth industry verticals. EML’s most recent move is the strategic acquisition of Sentenial Group (SG), which positions the company within the European Open Banking sector, an emerging structural growth market offering plenty of upside potential. Continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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What you need to know about NFTs and the blockchain
Roger Montgomery
April 13, 2021
Move over cryptocurrencies. There’s a new kid on the block(chain) – non-fungible tokens (NFTs). And if you’re an investor, you need to know about them. Because there is real money being spent, and fortunes being made. Continue…
by Roger Montgomery Posted in Editor's Pick, Foreign Currency.
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How Australia will look in a 3°C warmer world
Andreas Lundberg
April 12, 2021
The Australian Academy of Science has just released a landmark report looking at the long-term impacts on Australia from rising temperatures due to global warming. It’s called The Risks to Australia of a 3°C Warmer World, and I believe it is essential reading. Continue…
by Andreas Lundberg Posted in Editor's Pick, Market commentary.
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Inditex, and the return to work boost
David Buckland
April 9, 2021
Inditex, short for Industrial de Diseno Textil, is a Spanish multinational clothing company with 6,800 stores in 96 markets worldwide. Brands include Zara, Bershka, Massimo Dutti, Pull&Bear, Stradivarius, Oysho, Zara Home and Uterque. Continue…
by David Buckland Posted in Companies, Polen Capital.
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How to profit from the boom in batteries
Roger Montgomery
April 8, 2021
According to Roskill Information Services, demand for lithium-ion batteries will increase more than ten-fold over the decade to 2029. This will inevitably lift demand – and prices – for the minerals required to make the batteries. And this should put some Australian miners in the box seat to profit from the next energy revolution. Continue…
by Roger Montgomery Posted in Editor's Pick, Energy / Resources.
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Why I’m still bullish on residential property prices
Roger Montgomery
April 7, 2021
Across Australia, property prices are on a tear, driven for a change by owner-occupiers rather than investors. What’s more, I’m convinced that prices have much further to run, fuelled by low interest rates and supportive government policies. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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What is happening in growth vs value investing?
Tim Kelley
April 6, 2021
In the past we have commented several times on the relative performance of value vs growth investing, including this article from the middle of last year, which highlighted the miserable experience of traditional “value” investors in recent years, and the potential for a more positive experience going forward. Continue…
by Tim Kelley Posted in Investing Education.
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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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