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Not sure where to start this ASX FY25 reporting season? NAOS analyses keywords in earnings call transcripts to reveal the ...
Stock price swings on earnings day have nearly doubled in 20 years as markets price information instantly, eliminating gradual adjustments.
Austal now has 12 US defence programs — but it all began with a $200K startup. Here’s how John Rothwell got it there.
Wilson AM’s Damien Boey explains how the WAM Income Maximiser blends equity and debt to deliver flexible, inflation-aware ...
At the smaller end of the market, where companies are less closely followed and analysed, it can often take significant ...
Everyone hates the idea of losing money on shares, but can the fear hold you back from a lifetime of financial optimisation?
This model has tracked the fair value of three-year yields quite reliably since 1990, is not overfitted and remains stable enough for out-of-sample forecasting. Currently, it suggests that bond yields ...
Trump’s tariff backdown hit the price but supply-demand themes remain strong; Sunstone among potential targets; ETM's Spanish acquisition.
One question I get asked often is how US equities can keep rising even as the US dollar weakens. At face value, it feels ...
The Nifty 50 stands as the benchmark for India’s equity market, representing the country’s largest and most liquid companies.
From AI to alternatives, J.P. Morgan AM highlights the themes investors should back to ride out volatility and capture 2025 ...
The Fed should cut rates given consumer spending has stalled and core inflation is tracking slightly below its forecast profile.
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