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Tuesday 6 September, 2022
Berkshire Further Lightens BYD Holding
More focus on Warren Buffett after his Berkshire Hathaway revealed the second surprise sale of shares in China’s most successful electric vehicle company, former battery maker BYD.
Aussie Car Market Strong as EV Sales Grow
Rather than write about the gains electric vehicles continue to make in the Chinese, European and US car markets, a story about what happened in the Aussie market in August.
In a Volatile Market, Diversification Is Key
In an uncertain market, diversification across asset classes, countries, sectors and regions is paramount. Fidelity looks at one method of achieving this: investing in Global Shares.
Three Reasons to Stay the Course
Markets have moved with such velocity in both directions since the COVID outbreak began it has been tough for investors to adjust with so much conflicting information being circulated.
Chile No Vote Gives Miners Some Time to Regroup
The global mining industry can breathe more easily for the time being after Chile decisively rejected a new constitution that a majority of voters had decided was too radical.
Bowdens Mine Ringing Silver Bells
A major upgrade of the already rich Bowdens prospect in NSW now looks on the cards after Silver Mines Ltd revealed a significant new discovery in an ASX filing on Monday.
OPEC+ Cuts Oil Output to Stabilise Prices
Any relief for consumers from the 25% fall in global oil prices since June was punctured by the OPEC+ decision on Monday to cut production by 100,000 barrels a day to bolster prices.
Wednesday 7 September, 2022
Opportunities in Volatile Markets
Portfolio Manager David Grace provides a closer look at some of the companies recently added to the AFIC portfolio along with additions made to existing holdings.
Can Spain and Portugal Save Europe from its Energy Crises?
With energy prices soaring across Europe, the EU is looking for a plan to shift from its reliance on Russian gas – and the answer could lie on the border of Spain and Portugal.
Smooth Sailing for Rio Despite Minor Miner Dissent
Independent directors in Turquoise Hill have voted to approve Rio’s offer, putting the deal on track to be completed later this year despite one shareholder’s objections.
We have suddenly become pretty blasé and ho-hum about a half a per cent boost to the RBA cash rate if the reaction from markets to yesterday’s increase is any guide.
Woodside Working Both Ways in LNG Market
Woodside has signed on with US-based Commonwealth LNG to source product it will now sell to German utility Uniper, formerly Europe’s biggest buyer of Russian gas.
Records Continue to Tumble for Oz Trade
Plenty of bad stuff going on, but it has been an exceptional FY2021-22 for Australia trade-wise and the June quarter showed no signs of a slowdown with a bunch of records.
The Demand for Gas in South Africa (video)
Kinetiko Energy Limited (ASX:KKO) CEO Nick de Blocq discusses the South African energy market and the role gas is set to play in the clean energy transition.
IVE Group (ASX:IGL) Positioned for Growth (video)
IVE Group (ASX:IGL) Executive Chairman Geoff Selig discusses full-year results, the recent acquisition of Ovato and the launch of the Lasoo e-commerce platform.
Thursday 8 September, 2022
Consumer Resilience on Display with Solid GDP Data
Australian consumer resilience, along with a weak dollar and record prices for key commodities helped push economic growth to a very sold 3.6% jump in FY2021-22.
Better Times Brewing for United Malt
At last some good news for United Malt Group, which yesterday revealed a more accommodating approach from its banks and a solid improvement in harvest conditions.
Chinese Trade Somehow Comes in Below Expectations
China’s trade performance weakened dramatically in August with growth in imports and exports slowing more sharply than forecast, catching the markets by surprise.
4D Infrastructure Trip Insights: Europe
4D’s Sarah Shaw and Tasneef Rahman report on their European meetings with management teams from regulated utilities, renewables, communications and transport.
Hastings Cashes Up as Punters Cash Out
Hastings Technology Metals shook the day traders out of its share register yesterday with a $110 million raising that will go towards developing its Yangibana rare earths project in WA.
Metcash Meeting Every Challenge
On the face of it a solid start to its 2022-23 financial year for Metcash, the country’s third-largest supermarkets, liquor and hardware chain operator, despite numerous challenges.
Friday 9 September, 2022
Dovish RBA Talk Eases Investors’ Troubled Minds
The ASX bounced yesterday after Reserve Bank governor Philip Lowe hinted that future interest rate rises from the central bank will be smaller and slower in coming.
ACCC Finally Clears Link Bid with One Proviso
The ACCC will not oppose the takeover of Link Administration by Dye & Durham, after accepting an undertaking from the Canadian company to sell its existing Australian business.
ESG Ratings May Be too Simplistic
The decision to remove Tesla from the S&P 500 ESG index earlier this year made it clear that a single, data driven ESG rating cannot be everything at once.
Capturing Long-Term Growth in Underlying Structural Trends
In an inflationary economic environment, investors will be thinking about how to protect their purchasing power as the cost of living rises. Fidelity has a few ideas.
The Govt Giveth and the Govt Taketh Away
The ending of the temporary cut to the fuel excise comes with global oil prices well below where they were when Treasurer Josh Frydenberg confirmed the cut in his final budget.
Three Reporting Season Themes that Will Drive Markets this Year
For Michael O’Neill and Daniel Moore from Investors Mutual, the key themes that stood out from the recent reporting season were inflation, consumer spending and cashflow.
ECB Gets Aggressive with 75bp Rate Rise
The European Central Bank has joined the US Federal Reserve and raised its interest rate by a larger than forecast 75 basis points to tackle record inflation.
