Analysis & Opinion

A Beginner's Guide to CFD Trading in Australia

A Beginner’s Guide to CFD Trading in Australia

This article will provide you with everything you need to know to start CFD trading in Australia. Contracts For Difference, or CFDs for short, allow traders to speculate on the prices of financial instruments without needing to own the underlying asset. It is important that beginners looking to get started with CFD trading understand the…

Grubstaking in the 21st Century

In 1848 thousands upon thousands of US residents swarmed to the state of California to seek fame and fortune once gold was discovered at Sutter’s Mill in the foothills of the Sierra Nevada mountains. Few of those adventurers arrived in California with enough “grub” to first pursue a claim and then mine it, with “grub”…

China’s consumption can make up for lost time

China’s re-opening and excess household savings means there is ample room for a recovery in consumer spending. We are overweight emerging markets (EM) equities because of the more positive outlook for China’s economy as it exits from Zero-Covid Policy (ZCP). Chinese consumer spending has lagged below its pre-Covid trend, unlike in the US Note: Indices…

Undervalued yen presents potential opportunity

The yen was in freefall last year. But the yield curve control (YCC) adjustments by the Bank of Japan (BoJ) in December could be enough to reset that narrative, despite no further changes to policy this month. The yen is still undervalued, and we think the upside potential now outweighs the chance of further depreciation….

Gold-Stock Sentiment Neutral

The gold miners’ stocks are continuing to power higher in a strengthening upleg. As their gains mount, sector bullishness is gradually growing. Traders’ interest is rising, leading them to increasingly chase gold stocks’ robust upside momentum. As uplegs mature, this key technical-sentimental interplay feeds on itself accelerating gains. But overall gold-stock sentiment today remains neutral,…

How can Australian investors profit from China’s reopening?

Three years ago this month, the Chinese government imposed a lockdown in Wuhan and created travel restrictions for every city in the central province of Hubei. It was totally unprecedented at the time, but eventually, ‘lockdown’ became a word all of us became way too familiar with. Now, after a period of mass unrest, Beijing…

Healthcare Stocks Rising

For much of the trading year, investors in ASX listed companies have seen shares of their investments rise or fall because of the “lead” of US stock markets. There are those within the global financial community who feel US markets exert an undue influence as a “lead in” to their own markets. Here in Australia…

Is Gold’s bull run just starting?

Gold has powered higher smartly over the past couple months, achieving big gains. But this gold buying is only starting, implying this young upleg still has a long way to run yet. Speculators’ gold-futures buying remains modest, while much-larger identifiable investment buying hasn’t even begun. Traders will have to increasingly chase gold’s upside momentum to…

Is It Time to Buy Technology Stocks?

The 2022 Trading Year mercifully faded into history, but the damage done to a wide array of stocks in exchanges around the world will be slow to erase. Here in Australia, technology stocks followed the lead from the US with crushing results. High interest rates are not kind to tech stocks so the drastic drops…

Can Post COVID 19 Losers Come Back

The COVID 19 Pandemic wreaked havoc in multiple ASX business sectors, among them retail. As companies closed their doors sending their employees home to work and brick and mortar stores shuttered their doors one by one, investing opportunities with internet only e-tailers and to a lesser extent with multi-channel retailers with a robust online sales…