Trends & Opportunities

Taking the pulse of the healthcare sector

The variety of subsectors in the healthcare sector, from hospitals to biomedical technology to pharmaceuticals – just to name a few – makes it difficult to generalise about ‘healthcare’ as an investment pick. Within the sector, there is opportunity to invest defensively, to target value, and to gamble on the potential for tremendous growth in…

The Construction Sector – A solid long-term pick for growth investors

Recent data indicates that Australian construction activity contracted for the ninth consecutive month in February. Yet the engineering construction subsector, buoyed by an increase in new orders, saw considerable gains and expanded slightly last month. The Australian Industry Group’s Performance Construction Index, released in conjunction with the Housing Industry Association, showed that overall, the construction…

China: What Goes Up Must Come Down

As the United States and Europe attempt to claw their way out of a financial crisis, Aussies have been patting themselves on the back for hitching their economic wagon to China. China’s rapid growth has provided a strong demand for Australia’s abundant natural resources. And Australian businesses have enjoyed prosperity across the board, not just…

The Mining Tax Showdown

The announcement Wednesday by mining giant BHP Billiton of record Australian half-year profits, exceeding $10 billion, has re-ignited the debate over the Mineral Resource Rent Tax. The MRRT’s predecessor, the Resource Super Profits Tax, was a factor in the downfall of former prime minister Kevin Rudd. Before the August election, current Prime Minister Julia Gillard…

Stocks to watch: movers and shakers on the ASX

All the movers and shakers on the ASX – mergers, acquisitions, downgrades, profit increases and decreases, plus company announcements. Coming soon: to appear in an upcoming newsletter. 

Guru Watch: what the big guns are saying and doing

From Warren Buffett to George Soros, we look at what the gurus are buying, selling and saying. Coming soon: to appear in an upcoming newsletter. 

An opportunity too large to ignore

We pinpoint the stocks most leverage to the Chinese infrastructure boom, which is seeing new cities spring up almost overnight. Coming soon – to appear in an upcoming newsletter. 

Company earnings reporting season – who’s set to surprise the market

WIth earnings season in full flight, we take a look at who’s set to surprise the market with their earnings report – both on the upside and downside. Coming soon – to appear in an upcoming newsletter.