November
ASX records second weekly drop in a row; Macquarie, Block tumble
Shares finish lower; Qantas-backed Alliance downgrades outlook as MD leaves; News Corp beats forecasts; rare earths stocks rebound. Follow live.
Gold surge triggers hiring spree in hedge funds, banks and dealers
Long a relatively neglected corner of many trading floors, the precious metal’s price surge has recruiters scouring Asia to find specialists.
ASX breaks losing streak as investors pile back into gold
Shares finish higher; DroneShield plunges nearly 12pc; IPH drops 5pc after CEO flags retirement; Seven West suffers first strike. Follow live.
ASX falls, weighed down by tech stocks and miners
ASX extends losses as investors sell out of rare earths; China plans mega African iron ore mine; BlueScope names new CEO; Perpetual in Bain talks. Follow live.
Ignore the lull, gold traders say this rally will run until next year
The price of the precious metal has come off its record as trade tensions have cooled. But bulls say the underlying reasons for a surge are still there.
ASX falls; RBA ‘misjudged gap’ in supply and demand
Shares down as RBA holds rates at 3.6pc and governor Michele Bullock says an inflation rate just below 3 per cent is ‘not good enough’.
UBS warns against ‘overplaying’ the rare earths sector
Arafura and Lynas Rare Earths have been some of the most heavily traded on the ASX in the last month. But analysts warn that the stocks are also capable of big losses.
The 11 ASX stocks that Macquarie says are primed for a takeover
Strategist Matthew Brooks has produced a list of potential M&A targets including Ramsay Health Care, Premier Investments, and Endeavour.
October
ASX slides, weighed down by retail, tech and real estate stocks
Shares dip; KPMG says ASX ‘zombie’ stocks vanishing; Coles trumps Woolworths in sales; Ampol refinery margins spike; James Hardie chair defiant. Follow live.
ASX lithium stocks rip on broker upgrades
JPMorgan has raised its long-term lithium price forecasts sending Australia’s largest pure-play lithium stock Pilbara Minerals and Mineral Resources soaring.
ASX falls; Domino’s says no takeover bid from Bain
Shares drop; AUB shares crack high; Flight Centre sells Thai, Indonesian hotels; Liontown burns through cash in Q1. Follow live.
ASX rises in broad rally; rare earths stocks plunge
Shares rally; Nuix tanks; PolyNovo gains after chairman resigns; Ramelius falls; sliding tobacco sales weigh on Viva’s earnings. Follow live.
Missed the gold rush? Fundies tip where to look next
From retail champions like JB Hi-Fi and Eagers that are set to gain from falling rates to metal detector maker Codan, fund managers offer their next winners.
ASX falls; rare earths stocks plunge amid profit taking
Shares down after gold plummets; Woodside ups production forecast; Pinnacle to acquire stake in Japanese fund. Follow live.
ASX’s active fund managers face a ‘shakeout’, Morningstar warns
The research house says ETFs could render traditional active fund managers “obsolete”, given they usually provide stronger returns and cheaper fees.
WCM warns of phoney AI stocks putting investors at risk
Plenty of lower quality companies are making loose connections to AI, says Ryan Quinn, who is instead doubling down on data centre plays and chip makers.
Retail investors at risk as they pile into ASX’s hottest stocks
From DroneShield to Mineral Resources, smaller investors contributed to a surge in trading activity in the September quarter. But fund managers warn they are buying at the top of the market.
ASX to dip as ‘gravity-defying’ bull run hits US reporting season
Investors say a lack of data amid a government shutdown has made it difficult to gauge the strength of the US economy, making this week’s earnings updates key.
Fundies are going big on Japanese stocks. Here’s what to know
From construction firms to chipmakers, Australian fund managers are racing to tip money into Japan’s surging sharemarket after a decade of corporate reform.
ASX resets record high; gold miners rip
Shares rose after jobs data ramped up rate cut bets; PolyNovo taps new CEO; Mayne Pharma jumps after court win; Entertainment Rewards rockets. Follow live.