Trends & Opportunities

Vital signs: How to fix Australia’s housing crisis

House prices are back in the news, and out of control. In the past three months the median house price in Sydney has risen by more than A$100,000 to A$1.12 million. Sydney’s median residential property price (including houses and apartments) is now 2.6% above its previous high-water mark, recorded in August 2017, before lending criteria…

Gold miner stocks fundamentals

The mid-tier gold miners’ stocks are in this sector’s sweet spot for upside potential. After a spectacular upleg out of last March’s stock panic, they have mostly been correcting since early August. That is doing its necessary work of rebalancing sentiment, paving the way for mid-tiers’ next bull upleg. These great miners are thriving fundamentally…

Investor Signposts: Week Beginning 29 March, 2021

Australia:  Housing data and job vacancies released ahead of Easter holidays In a holiday-shortened week, the Australian economic calendar will be dominated by a suite of ‘Tier 1’ data releases. Purchasing managers’ indexes, home prices, job vacancies, lending indicators, retail and international trade data are all scheduled prior to the Easter holiday weekend. The week…

Tech Stocks with Tailwinds

On 11 March of 2020, the World Health Organization (WHO) declared the spread of COVID 19 infections a pandemic. US markets plunged into Bear Market territory, but to the surprise of some recovered enough to post record highs by the end of 2020. The picture here in Australia was markedly different as the ASX 300…

The perfect recipe for a strong recovery?

It’s been an eventful start to the year so far in global financial markets – so much for waving goodbye to 2020. The vaccine rollout is progressing nicely in many countries around the world, and there is a sense of optimism around the level of pent-up demand at the consumer level. Governments remain committed to…

Are gold stocks heading for a bull-market?

Following a necessary correction, the gold miners’ stocks have spent much of recent months bottoming.  This healthy basing process is rebalancing sentiment, preparing the way for this sector’s next bull-market upleg.  That is looking to coincide with gold stocks’ spring rally, one of their strongest times of the year seasonally.  That stiff tailwind blowing behind…

Can Technology Rescue Coal

The Australian Bureau of Statistics (ABS) tells us coal was first discovered in Australia in 1797 in New South Wales, followed by Victoria in 1825. Early efforts to mine and market coal were less than satisfactory until the government stepped in in 1889 to begin registering coal producing companies. Given the fact Australia now ranks…

Imagine This

In the aftermath of the GFC, a new financial sector emerged offering unsecured consumer lending for retail purchases, with minimal if any credit checks. What is more, the loans were interest free with repayments spaced out over time and low late payment fees. Would you have invested in the sector? The once unthinkable now is…

Investor Signposts: Week Beginning 22 February, 2021

Australia: The economic growth jigsaw The pieces of the economic growth (GDP) jigsaw start to come together in the coming week, notably construction and business investment. The week kicks off on Monday with the weekly updates on petrol prices and the used vehicle market and the latest Household Covid-19 survey from the Australian Bureau of…

What’s ahead for China’s markets in the Year of the Ox

Investors keen to see whether China’s bull market can keep charging ahead in the lunar Year of the Ox will be focused on the sustainability of economic recovery and the pace of possible monetary tightening. China’s modern stock markets are only three decades young, but the Year of the Ox (or Bull) has so far…