August
- Opinion
- Sharemarket
Two wrong calls: Why fundies couldn’t beat the market in FY24
There were two key calls to make in FY24 if you wanted to at least keep up with the ASX 200. Get one of those trades wrong and that’s your year’s performance gone.
- Updated
July
- Opinion
- Sharemarket
Investors chasing the rally should get ready for an ‘upswing’
Investing will remain difficult as we go through the final stages of the slowdown, but this is the time where you can also find stocks that are not yet priced for an improving backdrop in the bargain bin.
May
- Opinion
- Sharemarket
These stocks are primed for ‘tectonic-sized’ tailwinds
The magnificent seven are not the only way to play artificial intelligence, there’s money to be made in storage, energy and software on the ASX too.
April
- Opinion
- Sharemarket
Why investors should ignore the sell-off and stay in the game
While the equity rally may have stalled after a blistering first quarter, the market is just starting a new up-cycle which should be measured in years rather than weeks or months.
February
- Opinion
- Sharemarket
A powerful mechanism is at play that will propel equities higher
The surprise in the current reporting season is not that earnings are coming in better than expected, but that investors didn’t see it coming.
January
- Opinion
- Sharemarket
Get ready for a robust upswing in the sharemarket
Consensus once again tells us to take a cautious approach to equities, but we believe investors should be positioning for a much stronger year ahead.
October 2023
- Opinion
- Sharemarket
Unloved healthcare stocks can reinvent themselves
Those betting on the demise of blue-chip healthcare stocks such as CSL and ResMed might want to rethink based on a review of Microsoft and Apple’s histories.
September 2023
- Opinion
- Sharemarket
Here’s how ASX investors can play the AI boom
Australia may initially appear to offer limited avenues for investing in artificial intelligence, but within the realm of AI development, companies like NextDC and Goodman Group stand out.
July 2023
- Opinion
- Sharemarket
The hidden gems in the Australian sharemarket
Volatility and near-term weaknesses in the market are not indicative of a bleak future, but rather an opportunity to identify undervalued assets with immense growth potential.
May 2023
- Opinion
- Investing
Why Australian equities are set for a strong rally
Australian shares are likely to avoid the deep downgrades that are unfolding elsewhere in the world, most notably in the US.
March 2023
- Opinion
- Emerging markets
Why I’m not giving up on the China reopening theme
Tribeca’s Jun Bei Liu says China’s reopening is only getting started, and names five ASX stocks set to benefit.
January 2023
- Opinion
- Investing
How stock selection can help recession proof investment decisions
Owning stocks with pricing power is like winning the lottery because it allows a company to protect its profit margins.
November 2022
- Opinion
- Investing
Investors, don’t be another macro trader
Positive equity market developments have been overlooked due to the obsession with inflation, tightening monetary conditions, and rising recession risks.
- Updated
September 2022
- Opinion
- Shares
US economy doing better than rocky Wall Street
The challenge for the Fed is that the economy is going a little too well, meaning more volatility ahead for stocks as investors try to decipher its inflation fighting playbook.
July 2022
- Opinion
- Investing
Key themes to shape the coming reporting season
This may well be the retailers’ last hurrah before we enter into a tougher environment, and this Christmas is looking increasingly like it will be a particularly a hard one.
May 2022
- Opinion
- Shares
Quality companies are still king in a rising rate environment
Investment returns are generated by picking high quality companies, not by betting on macroeconomic conditions, writes Jun Bei-Liu.
March 2022
- Opinion
- Investing
Are we really heading for stagflation?
Australia is not susceptible to this dangerous growth-inflation mix: financial conditions are desirable, reporting season was one of the best on record, and balance sheets are robust.
January 2022
- Opinion
- Investing
Why Tribeca’s Jun Bei Liu is still bullish on equities
A solid earnings outlook together with reasonable valuations and an attractive dividend yield should see the market easily post double-digit gains.
October 2021
- Opinion
- Investing
Don’t follow the herd into the market abyss
Be contrarian and don’t let another salesperson tell you that buying Wesfarmers is a reopening trade. There are better opportunities to be found.
August 2021
- Opinion
- Earnings season
Woolies, Wesfarmers are expensive profit season winners
Wesfarmers and Woolworths are both examples of crowded trades where valuation seems to have slipped off the investor’s chart book. In contrast, Ramsay is an incredible value opportunity, writes Jun Bei Liu, lead portfolio manager of the Tribeca Alpha Plus Fund.