Latest
UBS tips more ASX companies to make tariff confessions
The trade war is a late entrant to the February earnings season and will be a source of investor interrogation for CEOs.
- 1 hr ago
- Joanne Tran
ASX snaps losing streak; Insignia rallies 7pc, Pinnacle touches record
Miners buoy ASX; Insignia bidding war rumbles on; oil drops; Maggie Beer earnings flat; Pinnacle shares hit record; BWP leaps on profit, dividend hike.
- Updated
- Nicola Blackburn
China stocks suffer brutal reversal as traders return from holiday
China’s sharemarket erased a near 1 per cent opening gain as traders returned from a week-long holiday to simmering tensions with the US.
- Alex Gluyas
These five economists make a bold prediction on next rate cut
Analysts at Barrenjoey, Deloitte, KPMG, Judo Bank and Oxford Economics are tipping that the Reserve Bank will keep rates on hold on February 18.
- Updated
- Cecile Lefort
‘US will take over Gaza’: Trump; Lessons from Future Fund’s 3 big moves; Portsea home sells for $19m
Read everything that’s happened in the news so far today.
AFR interim profit season calendar and results
Follow the February reporting season as it unfolds here, with dates for all the major ASX companies on the schedule and links to our expert coverage.
- Updated
- Emily Day
Opinion & Analysis
What you can learn from the Future Fund’s three big moves
The Future Fund’s shift into US stock has paid off, but it still fears a Trumpian world of more polarisation and higher inflation.
Columnist
Market panic may be the best protection against Trump’s tariff war
Investors were sure the “Art of the Deal” schtick would mean import duties would be avoided. Now they face a world of “uncontrollable chaos”.
Columnist
The huge red flag this new ASX founders fund is watching for
A new WAM strategy that will exclusively target companies run by “obsessive” originators also has a long list of danger signs to counter the risk of founder hijinks.
Columnist
Australia risks worst of both worlds in Trump tariff war
Markets and local business leaders were sure Trump’s tariffs threats were a negotiating tactic. A serious rethink is suddenly needed, especially Down Under.
Columnist
Companies in the News
Commonwealth Bank
Westpac Banking Corporation
ASX Limited
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Updated: Feb 5, 2025 – 4.32pm. Data is 20 mins delayed.
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Meet the Fundie
- Exclusive
Ex-L1 fundie catches big fish with rival long-short strategy
Lev Margolin managed a similar fund at his old employer for seven years before starting his own. The stellar performance has caught the attention of Fidante.
- Alex Gluyas
Jun Bei Liu ready to open doors of new start-up
The star stockpicker and her co-founder, Jason Todd, have struck out on their own with new investment firm TenCap.
- Joanne Tran
Why Tim Toohey is switching to cash
Tim Toohey from Yarra Capital says fewer RBA board meetings will mean less policy agility to react to monetary turning points.
- Updated
- Cecile Lefort
More From Today
- Opinion
- Chanticleer
What you can learn from the Future Fund’s three big moves
The Future Fund’s shift into US stock has paid off, but it still fears a Trumpian world of more polarisation and higher inflation.
- James Thomson
Yesterday
China whipsaws markets with retaliatory tariffs
Traders’ worst fears proved accurate when Beijing decided to slap tariffs on US goods avenging Trump’s 10 per cent tariff on China.
- Alex Gluyas
ASX swings to red as China tariff takes hold; CBA, Wesfarmers hit
ASX swings in last minutes of trade; China retaliates with tariffs; Pinnacle declares dividend; Vanguard joins banks, predicts Feb rate cut; bitcoin and meme coins surge.
- Nicola Blackburn
Activist Sandon says Magellan redemption fears ‘overblown’
Sandon Capital shrugs off concerns about outflow risks at Magellan from the departure of long-time infrastructure portfolio manager Gerald Stack.
- Joanne Tran
Trade war paused; The price of Trump’s ‘deals’; Why you don’t need that much super
Read everything that’s happened in the news so far today.
This Month
Meet the most accurate economic forecaster of 2024
The Reserve Bank will cut the cash rate, according to Paul Bloxham, but don’t count on a big drop in borrowing costs as this cycle will be a short one.
- Cecile Lefort
Top forecaster Paul Bloxham says trade war changes the RBA path
HSBC’s chief economist says the RBA will only cut twice in 2025, beginning this month, and once in 2026.
- Cecile Lefort
Trump’s trade war unleashes market chaos as shares, crypto sink
Investors have been wrong-footed by how quickly the US president has acted on his tariff threats, sending investors scrambling to deflect a hit to global growth.
- Alex Gluyas
ASX, $A tumble on trade war fears; Magellan sell-off rumbles on
Shares tumble; Magellan sheds 8pc; tariff fears hit Cettire; $A at five-year low; retail sales fall less than expected; Argo lifts dividend; CEO exits Resolute.
- Nicola Blackburn
Oil demand to remain at current levels until at least 2040, Vitol says
The world’s largest independent energy trader is more bullish on oil use for the next 15 years than the International Energy Agency.
- Tom Wilson
ASX slumps; Tariffs drive market panic; US could feel some trade pain: Trump
Read everything that’s happened in the news so far today.
- Opinion
- Chanticleer
Market panic may be the best protection against Trump’s tariff war
Investors were sure the “Art of the Deal” schtick would mean import duties would be avoided. Now they face a world of “uncontrollable chaos”.
- James Thomson
AustralianSuper tipped $500m into Nvidia before DeepSeek crash
Australia’s largest super fund was buying up shares in the chipmaker in the lead up to last week’s trillion-dollar sell-off, Wall Street records indicate.
- Joshua Peach
- Exclusive
- Monday fundie
Ex-L1 fundie catches big fish with rival long-short strategy
Lev Margolin managed a similar fund at his old employer for seven years before starting his own. The stellar performance has caught the attention of Fidante.
- Alex Gluyas
- Opinion
- Chanticleer
The huge red flag this new ASX founders fund is watching for
A new WAM strategy that will exclusively target companies run by “obsessive” originators also has a long list of danger signs to counter the risk of founder hijinks.
- James Thomson
- Opinion
- Chanticleer
Australia risks worst of both worlds in Trump tariff war
Markets and local business leaders were sure Trump’s tariffs threats were a negotiating tactic. A serious rethink is suddenly needed, especially Down Under.
- James Thomson
Trump’s tariffs collide with ASX earnings test
Futures indicate a 1.2 per cent drop for the ASX 200 on Monday as strategists say that full valuations demand earnings perfection this reporting season.
- Alex Gluyas
US exceptionalism is peaking: expert
The “magnificent seven” are poised to become the “lagnificent seven” as the tailwinds that have propelled American equities fade, Michael Hartnett argues.
- Timothy Moore
- Opinion
- Investing
Debt funds run wild on the ASX as equity funds go friendless
The listed investment fund market is a tale of two asset classes: equity funds are very much out of favour while debt funds are thirsty for income and bringing in money.
- Jonathan Shapiro
- Opinion
- Sharemarket
How the rise of AI is changing the investment game
As machine learning and algorithms evolve, the fund management industry will likely shift toward a hybrid model, combining the strengths of humans and machines.
- Arian Neiron