Trends & Opportunities

Animal Health and Services Stocks on the ASX

In the midst of the Pandemic, a 16 July 2020 article appearing on finder.com.au dubbed 2020 as the “Year of the Pet.” Australians are among the most pet-loving people in the world, ranking third in pet ownership.     Finder is a free research site providing access to resources that help users navigate a wide…

Markets at an inflection point

Investors who decided to “sell in May and go away” were left disappointed as May 2021 saw global equities rally 1.4% and Australian equities rally almost 2% over the month in local currency terms. Over the past 70 years the May to October period has usually been the worst 6-month period for returns but more…

Reducing Risk in the Search for Healthcare Ten Baggers

Peter Lynch was one of the most successful fund managers of all time. He wrote three best selling books on investing and a phrase introduced in the book One Up on Wall Street seems a timely topic – “ten bagger.” Since the onset of the pandemic an already accelerating trend caught fire – young newcomers…

The case for emerging markets

Take advantage of shifting global dynamics Emerging markets (EM) have been growing rapidly in recent years. In fact, they now contribute over 50% of global growth and are expected to contribute over 60% by 2025.1 Once dominated by agriculture and cheap manufacturing, EM countries are today home to some of the world’s fastest-growing economies and most…

Silver stocks: What investors need to know

The silver miners’ stocks have mostly been consolidating high since last summer. While they’ve enjoyed some sharp rallies, those have been within that sideways-grind trend. That lack of overall upside progress has left this tiny contrarian sector out of favor, with apathy reigning. But as their recently-reported Q1’21 operating and financial results revealed, silver stocks’…

Vital Signs: investment bouncing back

Private business investment is one of the key drivers of economic growth. Business investment in equipment (and even in buildings) drives productivity, which the Nobel Prize winning economist Paul Krugman famously observed isn’t everything, but in the long run it is almost everything As he put it, a country’s ability to improve its standard of…

An Education IPO to Watch

It may come as a surprise to some resource focused investors to learn one of Australia’s top ten export commodities is international education related services. At first glance one wonders how something that never leaves the country can qualify as an export. The explanation is an export is anything made in a country that is…

China’s dual-circulation model is a plan for a hostile world

Domestic production gets priority in a strategy that seeks to boost China’s ‘soft power’. Sir Arthur Lewis (1915-1991) was an economist from Saint Lucia in the Caribbean who was awarded the Nobel Prize in Economics in 1979 for his theories on development. His ‘dual sector model’ suggested that economies can modernise without triggering inflation because…

Junior Iron Ore Miners on Fire

On 12 December of 2014, the price of iron ore hit a five year low, prompting the head of BHP Groups iron ore mining operation to declare it unlikely the iron ore price would again see $100 per tonne. Doomsday prophecies gone wrong delight those skeptical of the claims, and this prophecy has to be…

Why the Deliveroo ruling is a big deal for gig workers

The ruling by Australia’s Fair Work Commission that online food delivery platform Deliveroo unfairly dismissed driver Diego Franco marks a major shift in the Australian “gig” economy. What’s most significant is the commission has ruled Franco was, in fact, an employee of Deliveroo, not an independent contractor – the legal strategy platform companies use to…