By Alexander Mees
10 October 2023, 8:00 AM
It is a difficult environment for all discretionary retailers in Australia. A long period of inflationary pressure on the cost of living has sapped consumer demand and exacerbated uncertainty about future trading patterns.
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By Adrian Prendergast
10 October 2023, 8:00 AM
Iron ore fundamentals remain healthy heading into 2024, but face some short-term risks with mandatory cuts to China steel late in 2023.
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By Tom Sartor
09 October 2023, 8:00 AM
Macro forces clearly have market leadership at the minute, but choppy markets do offer up compelling investing opportunities amidst the noise.
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By Max Vickerson
05 October 2023, 8:00 AM
Despite continued growth in EV production, lithium prices continue to weaken since the July – August period with spot Chinese prices falling the most.
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By Tom Sartor
05 October 2023, 8:00 AM
Morgans research analysts re-set their sector views, strategies and Best Ideas as evolving forces pose challenging markets.
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By Richard Coles
04 October 2023, 8:00 AM
Computershare (ASX:CPU) has announced the sale of its US Mortgage Services Business (CLS) for US$720m.
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By Andrew Tang
03 October 2023, 1:30 PM
At her first Board meeting, Michele Bullock stuck to the script and left rates on hold.
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By Andrew Tang
03 October 2023, 1:00 PM
This quarter, we increase our cautious tilt: overweight cash, and underweight risky assets including Global and Australian equities, and real assets. We remain balanced on fixed interest.
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By Andrew Tang
03 October 2023, 12:00 PM
This month we add Treasury Wine Estates (ASX:TWE), A2 Milk (ASX:A2M), Pilbara Minerals (ASX:PLS), Tyro Payments (ASX:TYR) and Accent Group (ASX:AX1).
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By Nathan Lead
03 October 2023, 8:00 AM
Atlas Arteria's (ASX:ALC) recent share price decline reflects the material downgrade to distributions receivable by ALX from its key French toll road assets as a result of the proposed new French tax.
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