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Iron ore faces ‘riot point’ in 2025 as Rio Tinto floods the market

The mining giant’s Simandou project will bring a fresh wave of supply late next year, further exacerbating growing stockpiles of the steel-making ingredient at Chinese ports.

  • Alex Gluyas

This Month

The rebound in local shares lost steam on Tuesday.

ASX extends rebound ahead of Christmas

The sharemarket added 19.3 points in a shortened trading session, buoyed by a rally on Wall Street and hopes of a rate cut in early 2025.

  • Updated
  • Alex Gluyas
The ASX is rallying on Monday as bargain hunters step in.

ASX records best session in six months, as bank, property stocks rally

Bargain hunters piled into the Australian sharemarket after two days of heavy selling, pushing the ASX 200 up 1.7 per cent and sending the banking and property sectors higher.

  • Updated
  • Sarah Jones
Donald Trump’s election win was good for Y’ALL.

This pro-Trump ETF just smashed its rivals

An exchange-traded fund created for “flag-waving conservatives” beat its political competitors this year and the benchmark S&P 500.

  • Updated
  • Saijel Kishan and Jeff Green
It was Donald Trump’s victory in November that truly turbocharged the market, sparking a record-breaking rally.

The 11 wild trades of 2024: Booms, busts and a 2900pc windfall

As the trading year draws to a close, here are the biggest ups and downs, as told by reporters from all corners of world markets.

  • Bloomberg News
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The ASX has been plagued by technical issues as its underlying platforms age.

ASX says it will trade as normal on Monday, narrowly avoiding disaster

The market operator had been hit by technical issues on Friday which meant that trades could not be settled. Staff worked through the weekend to fix the issue.

  • James Eyers
The best and worst ASX stocks of 2024

The stocks that did the most damage in 2024 – and the ones that ruled

One fintech darling has more than tripled in the past 12 months, but the same can’t be said for lithium stocks on the front line of the EV slowdown.

  • Joshua Peach and Joanne Tran
The ASX has been battling repeated outages at its crucial clearing and settlements platform, known as CHESS.

ASX scrambles to fix CHESS settlements outage as traders fume

At lunchtime on Friday as many stockbrokers went to end-of-year lunches, the market operator said its batch payments had failed, threatening a cash flow crunch.

  • James Eyers

Chook awards for 2024 and stock picks for 2025

James and Anthony bring 2024 home to roost with the Annual Chook Awards. Plus get some sharemarket tips from a fund manager with a nearly $8 billion portfolio.

Macquarie’s Viktor Shvets says investors face plenty of uncertainty in 2025, but not as much risk as they think.

Macquarie’s Viktor Shvets nailed 2024. Here’s what he thinks will come next

No economic cycles? No mean reversion? Macquarie’s top global strategist’s radical view of markets challenges investors to consider how the world has changed.

  • James Thomson
K2 Asset Management’s David Poppenbeek.

Fundie says this ASX non-bank lender is ripe for a rally

K2 Asset Management’s chief investment officer, David Poppenbeek, says small caps are in a “generational sweet spot”.

  • Updated
  • Joanne Tran
Australian shares have a chance to end the calendar year with a 10 per cent advance, though there’s still some work to do.

ASX plummets to six-week low in broad sell-off

Shares hit six-week low; Mesoblast up 50pc on breakthrough; BoJ holds on rate hike. Pay rejection for ANZ and Elders; AGL cops a fine. Follow updates here.

  • Updated
  • Timothy Moore and Nicola Blackburn
Sell-side banks have become more cautious on China

There is a better way to make billions from China

The sheer scale and prominence of China in the global supply chain means economic dynamics there can affect investments that don’t have direct exposure.

  • Shuli Ren
The ASX has surpassed even the most bullish forecasts this year.

The 10 biggest surprises to wrong-foot investors this year

No rate cuts, surging bank valuations and resilient iron ore prices are some of the calls that the market and experts were incorrect on over the last 12 months.

  • Updated
  • Alex Gluyas
Jim Chalmers won’t help ASX investors in the long run.

MYEFO has short-term gain and long-term pain for investors

Growing government spending will help prop up tepid ASX profits. But investors should fear the longer-term issues that are being created. 

  • James Thomson
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Ten wildcard scenarios for 2025

To navigate the future, it can help to anticipate the unlikely. Here are 10 unbelievable-sounding things that could happen next year.

  • The Economist

ASX slips ahead of Fed meeting; ASIC sues Binance, Insignia falls

Sharemarket flat ahead of Fed meeting. ASIC sues Binance; DigiCo and HMC Capital have rebounded; Insignia drops after rejecting Bain bid. Follow updates here.

  • Timothy Moore and Nicola Blackburn
Hejaz Financial Services co-founder Hakan Ozyon.

Meet the $3b Aussie wealth manager you’ve never heard of

Hakan Ozyon and Muzzammil Dhedhy have quietly built a major financial services player with $3 billion in funds under management, servicing Australian Muslims.

  • Yolanda Redrup
There’s not a lot of new supply coming on in Sydney, so occupancy rates and room rates will keep rising.

5 opportunities for commercial property investing in 2025

Sydney hotels, data centres and regional shopping centres are among the segments tipped to grow next year.

  • Sam Tamblyn
Fund managers said their allocation to US equities surged 24 percentage points month-over-month to a net 36 per cent overweight, the highest on record.

Global fund managers are ‘super bullish’ on US equities

“Long magnificent seven”, which is long-term investment in US mega-cap tech stocks, has held the top spot for the most crowded trade for 21 consecutive months.

  • Timothy Moore

Original URL: https://www.afr.com/topic/investing-1st