Many regional markets are enjoying a cyclical uplift from the AI capex boom, Japan amongst them. Unlike other regions, ...
Forget momentum. Here we revisit the Dogs of the ASX, rates last year's calls, and names two stocks primed for a rebound.
Shareholder activism in Japan. What is the opportunity, why does it exist, who is already invested, and what is the best way ...
In this paper "Own the Opportunity, Not the Index", I look at what happens when the same mechanism that made passive ...
A year on, ChatGPT and Reece Birtles delivered a split decision (kind of), with one winning total return, and the other ...
The only thing approaching a free lunch in investing is diversification, says Wilson Asset Management's Nick Kelly. With the ...
Plus, Australian Vanadium prepares to usher in new generation of energy storage for Australia with bid to build Kalgoorlie ...
The year's biggest returns came from unexpected places, revealing how investor enthusiasm shifted well beyond Big Tech.
Rival battery chemistries, a resumption of Chinese production, and yet experts still see upside for lithium prices and ASX ...
How Schroders is positioning for higher inflation, why credit is doing the hedging bonds used to, and the stocks momentum has ...
The broker argues investors are focusing too much on interest rates and not enough on what's happening beneath the surface of ...
Regular Livewire readers will already know Grady Wulff, senior market analyst at Bell Financial Group. Like a lot of new mums ...
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