News

Shares in the streaming giant don’t look especially cheap, even if management achieves its ambitious goals for 2030.
He says UniSuper is questioning its commitment to America and that, “I think we’ve seen peak investment in US assets.” He ...
In China, Tesla TSLA stopped selling the two vehicles made in the US due to the China tariff on US imports. Tesla shares were ...
We assume that pharmaceutical tariffs will be enacted. While this could bring short-term margin pressure, we have not changed ...
This week’s Chart of the Week comes from Market Strategist Lochlan Halloway’s evaluation on the effect of Trump’s tariffs on ...
We upgrade our moat rating on Woolworths to wide from narrow as Woolworths’ cost advantages are more durable than previously ...
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However, we already anticipated that the average US tariff rate would decline from 25% at the time of the April 2 ...
The supply and demand curve of financial advice has shifted. 2019 saw the commencement of regulatory changes on financial ...
Why it matters: We think the recently announced Trump tariffs could potentially have a material negative impact on consumer ...
At current prices, we view shares as undervalued, trading in 4-star territory. IFF sources its ingredients globally, ...
US President Donald Trump’s “liberation day” tariffs have rattled global markets. Since the pronouncement, the Australia ...