Where investors can find value stocks after ASX rally
Aussie companies with US-based supply chains and operations could be among the best buys for investors heading into 2025 amid Donald Trump’s America first policies.
Markets
ASX 200 lifts; PEXA gains; Data#3 falls
Data#3 down after flagging Microsoft hit. PEXA soars on change of guard. BlueScope, BHP and Rio Tinto pick site for smelting pilot plant. House prices to stall next year: HSBC. Meta settles Aus privacy breach case.
RBA’s new monetary policy board needs to prove its worth
The board changes suggest Treasurer Jim Chalmers has opted for tinkering rather than a complete overhaul.
What if the Fed starts to include Donald Trump’s policy plans?
Fed chair Jerome Powell could start to acknowledge the economic impact of Donald Trump’s policy plans but probably more in terms of upside risks to growth, which could be good for stocks.
DigiCo shares slump as year’s biggest float plunges
HMC Capital founder David Di Pilla’s dreams of a global data centre empire appear to have been shattered as investors dub the company ‘DodgyCo’.
ASX 200 ends down on mining losses; HMC, DigiCo dive
Surprise inclusions in RBA’s new-look monetary policy board; new governance board members named. Data centres-focused DigiCo continues to decline. HSBC sued for alleged scam fails. China slump a blow to Treasurer’s mid-year budget update.
Luke warm start to the trading week
Futures are pointing to a 0.5 per cent fall on the benchmark ASX 200 on Monday morning on top of the 1.5 per cent fall at close on Friday.
What every investor needs to know for 2025
It’s going to be difficult to beat the returns we just pulled in over the past 12 months so what should investors expect and what should they be wary of in the new year?
ASX 200 falls; DigiCo’s weak debut; Insignia, Iress top gainers
DigiCo flops on in subdued start to public life. Insignia considering Bain’s $4 per share bid. Iress promises to reinstate dividends. Rio to spend $US2.5bn on new lithium mine in Argentina. Premier’s FY25 start ‘challenging’. China stimulus talk disappoints
The hidden data that will make or break rate cut call in February
Strong employment data cast doubt over the possibility of interest rate cuts starting in February, but economists caution against taking the data at face value amid broad weakness.
ASX 200 ends at three-week low after jobs surprise; Ventia, Downer slump
The chance of an early rate cut fades after the jobless rate fell to 3.9 per cent. Qantas strike may disrupt holiday plans. AUD lifts. Downer and Ventia hit by ACCC lawsuit over price fixing cartel allegations. Peter Warren tanks on profit warning.
US stocks set to sizzle in 2025
US stocks are set to lead global returns in 2025 amid solid earnings growth, undemanding valuations and scope for the rally to broaden beyond the Magnificent 7, according to one of the world’s biggest purely active fund managers.
ASX 200 ends at three-week low; Nippon Life’s big Aussie merger
ASX 200 hits three-week low before US CPI data. Resolution-MLC merger in Nippon’s $US8.7bn buyout plan. Cement Australia buys BGC arm. ASIC sues Rex directors. Bets up on RBA rate cut in February. 2024’s biggest float DigiCo’s ‘overpriced’.
ASX trims losses after dovish pivot by RBA
Michele Bullock rejects commentary the RBA has misread the weakness in the economy and should have already moved to cut interest rates. ASX fell on tech, banks and property. But miners up on China stimulus hopes. 480 Mosaic jobs to go; Katies to shutter. Business confidence falls. Perpetual hit on ATO ruling on KKR deal.
US stocks best pick for 2025 with Magnificent 7 out front
The US stockmarket may struggle to repeat its stunning performance of the past year but should again be one of the best places to invest in 2025, according to T. Rowe Price.
ASX 200 ends flat; CBA, Goodman up; ANZ, Platinum among big decliners
Ex-HSBC veteran Nuno Matos will be next ANZ CEO. Platinum crashes, Regal down after takeover talks end. CBA, Goodman jump. Star hits record low. Woolworths flags $140m hit from now-ended strikes. Sonic buying German lab group for $699m. GQG rises after canning buyback.
Market focus turns to RBA rates decision
The local sharemarket is on track for a slightly softer start to the week after a mixed performance on Wall Street and concerns about Australia’s economic outlook.
Salter Brothers shoots for ASX hotel listing
The Melbourne-based fund manager is planning a series of upgrades on key properties and hopes to build its portfolio into the largest hospitality vehicle in the Asia-Pacific.
Chalmers’ big chance to build firepower into RBA
As the Reserve Bank of Australia prepares to move forward under a new dual-board structure from early next year, there’s far more at stake than meets the eye.
No rate cut expected but will RBA soften its tone?
The Reserve Bank is widely expected to keep interest rates on hold after next week’s board meeting, but should acknowledge that the Australian economy is weaker than expected.
Original URL: https://www.theaustralian.com.au/business/markets/page/7