Trends & Opportunities

Big Tech’s success incites a backlash

Many think the internet giants are too big for society’s good. But even a rethink of competition policy along such lines is unlikely to curb the largest platforms. (Reading time: 4 mins) Theodore Roosevelt, the 26th US president who was in office from 1901 to 1909, is ranked among the greats. Among achievements, Roosevelt won…

Navigating the News

In much of the world it appears many finding themselves in “stay at home” environments looked to fill their time with more than digital entertainment. Market experts have noted a wave of new investors who turned their spare time to more productive use — investing in equity markets. Researchers tell us the trend was already…

US stocks fundamentals and analysis

The US stock markets continue to power ever higher to an endless series of new records. Leading the way are the big US stocks, with extraordinary gains fueled by the Fed’s radically-unprecedented money printing. The winding-down Q2’21 earnings season illuminates how these massive companies are faring fundamentally. While their results were spectacular, their valuations are…

Predicting the future: Astrologers or economists?

If you ask most people what economists do, they might tell you it has something to do with money. Or perhaps forecasting what the economy will look like a year from now. Most of the other comparisons would be less charitable. I’ve heard plenty that can’t be printed. The reality is very different. For example,…

Winners from the 2021 Diggers and Dealers Mining Forum

Since 1992, the unofficial gold mining capital of Australia – Kalgoorlie – has hosted an annual get together for the movers and shakers in the sector that moves the Australian economy – mining. The conference — the Diggers and Dealers Mining Forum — attracts a host of successful and promising “diggers” along with the “dealers”…

What’s next for Chinese equities?

Shares in many Chinese companies sold off sharply in recent sessions, after the publication of harsher-than-expected regulations targeting education companies fuelled fears of deeper policy uncertainties across China’s corporate space. At first glance, the market’s shiver is understandable given the severity of regulatory measures that threaten to effectively bring a halt to private tutoring services…

In Search of the Next Afterpay

Back in 2015 a new fintech (financial technology) startup launched a payment platform that would disrupt existing forms of consumer payments. The company was Afterpay and the platform allowing consumers to “buy now and pay later” led to the now ubiquitous acronym BNPL. Following its success in the Australian market the company launched in the…

WAAAX Stocks –Buy, Hold, or Stay Away

About four years ago someone in the investment community decided what Australian investors really needed was our own acronym consisting of heavy-hitting tech stocks, and so WAAAX came onto the scene. The earlier US counterpart – the FANG stocks – consisted of Facebook, Apple, Netflix, and Alphabet (Google). Our own WAAAX acronym includes Wisetech Global,…

Sustainable investing review and outlook

The last year has seen monumental changes in how investors tackle sustainable investing – with what was once a nice to have, becoming a must have for many. Much of this has been catalysed by the pandemic, which has shone a spotlight on the relationship between sustainable business practices and economic resilience. At the same…

The Competitive Landscape in the BNPL Sector

A 14 May article appearing on businessinsider.com.au seems visionary in light of this week’s relevant news on the BNPL Sector. The title was: “Buy now, pay later platforms face a day of reckoning, says Humm CEO Rebecca James” The article quotes the Humm CEO as saying “We are going to start to see – especially…