All posts by Andrew Tang
Analyst - Equity Strategy
Sectors Covered: Equity Strategy and Quant
By Andrew Tang
10 May 2022, 10:00 AM
Equity Strategist Andrew Tang, explores the relationship between rising interest rates and equity market performance. Should investors fear the worse or is this another buying opportunity?
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By Andrew Tang
03 May 2022, 4:35 PM
Tighter financial conditions for households and companies will create a different set of winners and losers from the past two years. We suggest investors review portfolio positioning to account for inflation that appears to be stickier than anticipated.
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By Andrew Tang
02 May 2022, 7:00 AM
We make two changes to the list this month, removing Hotel Property Investments (ASX:HPI) and MoneyMe (ASX:MME).
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By Andrew Tang
04 April 2022, 9:00 AM
New additions this month: Super Retail Group (ASX:SUL), Panoramic Resources (ASX:PAN), and Bank of Queensland (ASX:BOQ).
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By Andrew Tang
30 March 2022, 10:00 AM
Big on spending but light on structural reform
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By Andrew Tang
21 March 2022, 9:00 AM
A dramatic escalation of geopolitical risks, commodity prices, the Fed rate hike expectations, and cautious market positioning provides investors with a broad scope of potential outcomes over the next few months.
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By Andrew Tang
07 March 2022, 10:25 AM
February result beats were among the strongest in recent history, but stocks (frustratingly) failed to hold onto price gains, or enjoy material EPS upgrades.
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By Andrew Tang
07 March 2022, 9:00 AM
New additions this month: Challenger Financial Svcs (ASX:CGF), Cochlear (ASX:COH), GQG Partners (ASX:GQG), Healius (ASX:HLS), Baby Bunting Group (ASX:BBN), Ramelius Resources (ASX:RMS), Dexus Industria REIT (ASX:DXI), and IDP Education (ASX:IEL).
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By Andrew Tang
01 March 2022, 6:00 AM
Today, Tuesday the 1st of January, we are happy to buy Homeco Limited (ASX:HMC), Dalrymple Bay (ASX:DBI), Motorcycle Hldg (ASX:MTO), and Kina Securities Ltd (ASX:KSL).
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By Andrew Tang
28 February 2022, 6:00 AM
Today, Monday the 28th of February, we are happy to buy GQG Partners (ASX:GQG), Adbri Ltd (ASX:ABC), Medibank Private Ltd (ASX:MPL), and Mach7 Tech Limited (ASX:M7T).
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