Today
MinRes named the best stock to ride 2025 lithium bull run
Morningstar says now is the time to pile back into these shares before prices of the battery material go on a tear next year.
- 1 hr ago
- Alex Gluyas
Game on at Selfwealth as rival bidder AxiCorp muscles up to Bells
Investor sources told this column that AxiCorp has lobbed multiple offers at the SelfWealth board over the past few months but received the cold shoulder.
- Sarah Thompson, Kanika Sood and Emma Rapaport
- Live
- Markets Live
ASX slips from record; Amcor dips on $13b tie-up
Australian shares open lower as Ukraine strikes Russia. Bitcoin tops $US94,000. Nick Scali issues guidance warning. Follow updates here.
- Timothy Moore, Joshua Peach, Joanne Tran, Alex Gluyas, Cecile Lefort and Sarah Jones
Yesterday
Citadel’s Ken Griffin ‘very anxious’ about Trump tariffs
The billionaire hedge fund titan said protectionist policies were a “slippery slope” but that America was back to the “business of business”.
- Nishant Kumar
Tech and energy buoy ASX; TechnologyOne jumps 10pc
Shares rise to fresh record. Santos to boost shareholder returns. TechnologyOne profits increase. Energy stocks rise as oil jumps. Follow updates here.
- Timothy Moore, Joanne Tran, Joshua Peach, Alex Gluyas and Sarah Jones
This Month
CSL tumbles as investors fear RFK jnr’s vaccine plans
The White House appointment of the anti-vax conspiracy theorist is devastating ASX healthcare and biotech shares as he threatens to turn the FDA ‘on its head’.
- Updated
- Joshua Peach and Joanne Tran
ASX nudges up, profit-taking hits CBA
Shares muted; Clinuvel prioritises business focus; Life360 CEO sells 1.2pc shares; Citi starts Cettire with ‘sell’, cuts Lovisa to ‘sell’; FleetPartners set for share-buyback. Follow updates here.
- Updated
- Timothy Moore, Cecile Lefort, Joshua Peach, Alex Gluyas and Joanne Tran
The world according to Coppo and why he thinks MinRes is a ‘screamer’
The sharemarket veteran talks the best and worst calls of his career, what he’s been buying and selling, and where to next for the ASX mining giants.
- Updated
- Sarah Jones
The one number that could derail ‘dangerously bullish’ markets
The euphoria from Trump 2.0 is impressive, but equities have already been running for two years and strategists are starting to worry.
- James Thomson
ASX to fall amid trade war worries as world leaders mull Trump 2.0
Iron ore and the Australian dollar have fallen as traders bet tariffs under the US president-elect could hit Australia’s key trading partner.
- Joshua Peach
- Opinion
- Managed funds
Is anyone brave or stupid enough to bet against America?
Stock pickers have been punished for betting against the US. The choice between consensus or contrarianism on American exceptionalism is now harder than ever.
- Jonathan Shapiro
- Opinion
- Opinion
Trump’s market impact is a side-show for Australian investors
The president-elect’s upcoming second term may carry more significance for markets than his first, says Tribeca’s Jun Bei Liu.
- Jun Bei Liu
Trump unifies top investors in decade-long bullish outlook for US
From Howard Marks to fellow billionaire Mike Novogratz, big-name asset managers say the return of Donald Trump to the White House will turbocharge growth.
- Jonathan Shapiro, Joshua Peach and Daniel Arbon
Sohn: Howard Marks says Trump will come out swinging on China
ASX climbs 0.7 per cent at the closing bell. Antipodes’ Ross picks Airbus. IFM’s Bannan picks Corporate Travel. Ellerston’s Kourtis picks Perpetual. Sohn conference kicks off in Adelaide. Follow updates here.
- Updated
- Timothy Moore, Joanne Tran, Alex Gluyas, Joshua Peach and Sarah Jones
Billionaires gather in Adelaide for Sohn big bash
The major stock picking conference is on tour for the third time in its nine-year history – as the supercar championships also come to the city of churches.
- James Thomson and Jonathan Shapiro
ASX rises as Xero leaps; BHP, Fortescue slide
Shares rally as CBA hits fresh record. Goodman suffers first strike against remuneration report. GrainCorp profit slumps. Orica releases full-year results. Iron ore below $US100 a tonne. Follow updates here.
- Updated
- Timothy Moore, Joanne Tran, Cecile Lefort, Joshua Peach, Alex Gluyas and Sarah Jones
Here’s how investors have been trading Trump 2.0
As January 20 fast approaches, investment chiefs and portfolio managers have been rapidly repositioning their portfolios before Donald Trump’s return to the Oval Office.
- Joanne Tran and Cecile Lefort
- Exclusive
- Online trading
Betashares’ no-fee broking ignites intense competition for investors
The start of free transactions for the first time in Australia comes as Bell Financial snaps up popular low-cost platform Selfwealth for $51 million.
- Jemima Whyte
- Opinion
- Chanticleer
Bonds haven’t flashed this warning sign at stocks for two decades
The risk compensation for sharemarket investors is looking narrow, as stocks and bond yields push higher following Trump’s big win. Beware the signs of froth.
- James Thomson
ASX falls as banks drop; MinRes sinks, James Hardie rallies
Australian shares end lower after S&P 500 slips and yields jump. James Hardie takes profit hit. Bitcoin nears $US90,000. Follow updates here.
- Timothy Moore, Joshua Peach, Joanne Tran, Alex Gluyas, Cecile Lefort and Sarah Jones