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Phil King discusses the Opthea fiasco, his current outlook and whether we’ve seen the bottom in equity markets.
“Active managers have had a hard time, but when the tide goes out what you own matters a lot at a stock level. Getting asset ...
After the whiplash markets have given everyone in the past few weeks, our experts thought an extra bonus from the Easter ...
The Australian market is dominated by industry leading business and investors can benefit from their privileged positions.
Picking on CSL as an example, much has been made of the extraordinary de-rate in CSL shares over the last five years as the ...
Paul: If you go back to when Trump was elected, lower rates, lower taxes, lower dollar, less regulation – they are all good ...
“We used to have a car industry – that’s gone. We're uncompetitive and people don’t want to roll up their sleeves anymore.
Why backing founder-led companies can be a fine line between genius and hubris, and how to spot the difference for your ...
The next beneficiaries of the AI boom may not just be leaders like Nvidia. Global X’s Billy Leung discusses the next wave of ...
In a world where interest rates are higher for longer, capital expenditure must be justified – and returns demanded.
Australia is likely to avoid a recession though reflecting the shock absorber of a lower $A, plenty of scope to cut interest ...
Emerging markets are undervalued, they are underrepresented, and potentially a blind spot in many portfolios, says Orbis' ...
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