Market Report Videos

With the International Energy Agency (IEA) reporting strong growth in coal consumption for 2024 and China reaching record-high coal imports this September now could be the right time to take a closer look at some of the biggest players in the Australian coal sector. However, before diving in, it’s important to assess whether coal’s resurgence has staying power or if it’s ...

Did Rio Tinto overpay with its $9.9 billion AUD acquisition of Arcadium Lithium, or could this bold move be one of the best deals we've seen in recent times? Paying a 90 per cent premium over Arcadium’s recent closing price might seem hefty, but Rio is clearly banking on the long-term growth of lithium, which is projected to become a $10 billion annual industry. To assess whether ...

Recently, the Material sector has seen a significant influx of capital, climbing over 15 per cent since mid-September, driven by China’s latest stimulus measures. Meanwhile, the Financial sector has come under pressure due to global rate cuts, with a domestic cut anticipated soon. As market capital shifts from Financials to Materials, the question arises: should you consider selling ...

Negative gearing has resurfaced in political discussions, with Prime Minister Anthony Albanese suggesting that the Treasury might be reconsidering this long-standing property tax incentive. However, Labor’s bruising loss in the 2019 election still lingers, making it difficult to envision the government taking the gamble of upsetting property investors—particularly with the ...

Following the recent interest rate cut by the US Federal Reserve, global markets have reacted strongly, with most major stock indices rallying. In a move that caught some by surprise, the Fed cut rates by 50 basis points, exceeding the expected 25. This decision has broad implications, not only for global currencies but also for key commodities and sector-related stocks. Before diving ...