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ASX rallies on the back of QE pump priming, healthcare falls, Tabcorp (ASX:TAH) confirms bid The ASX200 (ASX:XJO) continued its strong start to the week, finishing 1.5% higher after news that the Reserve Bank of Australia would be keeping rates on hold. Every sector barring healthcare finished higher, with IT once again leading the way with low rates used…

ASX overcomes early falls, silver next in line for day traders, Worley (ASX:WOR) downgrade The ASX200 fell over 1% at the open following a weak overseas lead but managed to finish 0.8% higher for the day, bringing back memories of the 2020 daily swings. Most sectors finished higher, with healthcare the standout after CSL Ltd (ASX:CSL) benefitted from a…

ASX200 pushes towards record, commodity reports, is Zip (ASX:Z1P) the new BNPL leader?  The ASX200 (ASX:XJO) benefited from a strong overseas lead and news that unemployment has fallen to just 6.6% to finish 0.8% higher. Surprise, surprise, technology was the leader once again, adding 2.7% after BNPL player Zip Co (ASX:Z1P) released a quarterly update. The group once again…

ASX finishes higher, broker upgrades galore, Bingo (ASX:BIN) gets a private equity bid The ASX200 (ASX:XJO) finished 1.2% higher on Tuesday, benefitting from increasing corporate activity and a round of broker upgrades for mining and retail companies. The discretionary retailing sector finished 2.0% higher on the back of an 8.0% increase in Domino’s Pizza (ASX:DMP), whilst the industrials sector…

For entertainment value, and sometimes returns, little can match an activist short seller. Infamous Muddy Waters is the best example. It claims 19% per annum returns over the past five years, notwithstanding a decent bull market, 2.5% management cost, and 30% performance fees. Its web site provides a colourful synopsis of its short positions littered…

The recent surge in the market value of Bitcoin (BTC) has made headlines this holiday season as the underlying structure of the market continues to attract more institutional investors. Recent announcements from global leading fund managers, corporations and insurance companies have highlighted a seismic shift in an investor base focused on Bitcoin’s value proposition of…

ASX finishes flat, border closures hit travel, AGL Energy downgrades, weaker open ahead The ASX200 (ASX:XJO) finished flat to begin the week, with news that US politicians finally agreed on a USD$900 billion stimulus package not enough to offset the NSW outbreak and subsequent border closures. Every sector was lower apart from materials and consumer staples, with the latter benefitting…

Global investment manager Pacific Investment Management Corporation (PIMCO) released the results of an extensive survey of Australian investors this week. The first of what will be a regular temperature check for investment markets, questioned 2,500 individual investors aged over 35 with liquid assets exceeding US$100,000 on key market indicators. The survey spanned five key Asia…

It’s the age-old battle, “value” versus “growth,” that seems to still polarise market participants and populate columns of the financial press. It has been a while since “value investing” made sense. The style has suffered a dreadful stretch of performance since the 2008 financial crisis. The Warren Buffett style of buying low (cheap) and selling…

Assets in alternative investments are expected to grow by 9.8 per cent a year over the next five years, to hit US$17 trillion (A$23.4 trillion) by 2025, according to the latest research by Preqin, the global alternatives research and data provider. Private equity will double to US$9.1 trillion and Asia will be a “huge driver.”…