In this week’s video insight Stuart discusses why the banks are selling or demerging lower return overseas operations and insurance operations.

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by Stuart Jackson Posted in Financial Services, Video Insights.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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Telstra (ASX:TLS) has just released its much-anticipated Telstra2022 strategy, which sets out the company’s longer-term prospects for growth.  We like the new direction, and sense that TLS’s share price plunge may be coming to the end.  But strategy is one thing; execution is another.  The question is: can management deliver? Continue…

by Tim Kelley Posted in Companies, Editor's Pick.

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In round one of what appears to be a deepening trade war between China and the US, the battle is on artificial intelligence, quantum computing, 5G wireless applications and genomics. President Trump has unveiled 25 per cent tariffs on $50 billion of Chinese imports and has also asked the US Trade Representative to identify an additional $200 billion worth of Chinese goods for tariffs of 10 per cent.  Continue…

by David Buckland Posted in Global markets.

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In this interview with Ross Greenwood on Money News, Roger discusses the enormous amount of corporate activity in Australia at the moment, why are we seeing a large amount of take-overs?

by Roger Montgomery Posted in Radio.

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Australia has more than 257 trillion cubic feet (TCF) of gas resources and 885 TCF in prospective resources.* And we’ll soon be the largest gas exporter in the world.  But, somewhat shockingly, new gas import terminals are about to be built on our east coast to cut the price of gas. I hate to be a doomsayer, but I don’t think this is going to work. Continue…

by Andreas Lundberg Posted in Editor's Pick, Energy / Resources.

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by Roger Montgomery's Team Posted in Old Content.

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