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Fertilizer and explosives chemicals company Incitec Pivot (ASX:IPL) has posted a better than expected profit result boosted by a rise in fertiliser prices and strong demand for mining explosives coming from the company’s Dyno Nobel business. The strong rebound in demand for mining explosives comes on the back of a global push for decarbonisation. The…

Given the dramatic falls seen in markets last week, Australia now presents a particularly compelling opportunity to capitalise on the rotation towards value. That’s the view put forward by Martin Currie, an active equities investment manager and part of the Franklin Templeton Group. Reece Birtles, Chief Investment Officer, Martin Currie Australia, says “extremely high valuations…

The Tabcorp Holdings Limited (ASX: TAH) share price tumbled 80% on Tuesday after it completed the demerger of its Lotteries and Keno (L&K) division into a separately listed ASX company. The division has been renamed The Lottery Corporation and will trade under the ticker code “TLC”. The existing Tabcorp listing will house the group’s wagering…

Inflation concerns continue to rattle markets with the RBA raising rates by 25bps at their May meeting to 35bps. Uncertainty throughout the month saw April fall by 0.8 percent bringing the total year to date (end of April) returns of the ASX 300 Accumulation Index to +10.2 percent. Ausbil Investment Management have released their Equity…

What is that white cream cricketers put on their faces and lips? You’ll be surprised to know, it’s zinc. Well zinc oxide to be exact. It’s the main and the strongest ingredient in any physical sunscreen used by cricketers. The Zinc Oxide cream is often referred to as a ‘reflector’ and isn’t absorbed by the…

Recent falls in the stock market pale in comparison to those being seen in the crypto world. We’re talking 54 percent falls in Bitcoin alone with the price now below US$30k for the first time since July 2021. The crypto market has shed close to $1.6 trillion in market capitalisation since November 2021. Some of…

It’s been a painful 2022 for the e-commerce sector, particularly former market darling Kogan (ASX: KGN). The pandemic induced retail spending surge of 2020 and 2021 is gone. Instead, households now face the scary economic reality of rising interest rates and inflation. Add in a sharp market sell-off in technology shares in addition to ongoing…

Australian dividends are back to normal. After being battered and bruised during the pandemic, many high-flying dividends were either lowered or pulled as companies feared the worst and bunkered down to save money. High paying bank dividends were slashed after APRA forced lenders to limit payouts to no more than 50% of profits amid recession…

Last week’s market falls have fear and panic rising to their highest levels since the pandemic. The VIX Volatility index – the so-called “Fear Index” – hit 34.75 last Monday. At the start of the pandemic, the index hit 69.37 representing extreme volatility. During the GFC, the index hit 89.53.  There is, however, another “unconventional”…

Last week’s US Federal Reserve’s decision to increase interest rates by half a percentage point saw the Dow Jones Industrial Index tumble by 1,000 points (-3.12 percent). It also saw the price of Bitcoin, Ethereum, XRP, Luna, Solana, Cardano and Avalanche go into free fall. Bitcoin wiped around $100 billion from the combined crypto market…

Big name Chinese equities including Tencent, Alibaba and JD.com dominated global equity strategies until late 2020. Almost every well-known fund manager in the country had significant weightings to the region on the basis that it had continued to grow strongly during the pandemic and had a strong economic backdrop in the years to come. Naturally,…

To “Buy the Dip,” or not? There’s a lot of content out there on why this strategy is a bad one and how it traps investors. Done right however, this strategy is one of the few that can generate exponential returns.  Firstly, buying the dip is best done following a black swan event or total…