Investors Voice Archive: 15 Jun, 2020
We always hear a lot about China in the media regarding commodities and that is because they are an important driver of global demand - in fact, China is the biggest game in resource town.
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11 months ago
We revisited Altium on 14 April after the Company withdrew its previous guidance for the 12 months to 30 June 2020 (FY20).
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11 months ago
The field of robotics has seen increased applications since the pandemic began, with robots being used to assist in the fields of retail and consumer products, healthcare and aged care facilities.
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Over the last 22 odd years the ASX 200 has seen very little capital growth; with the contribution to total shareholder return – surely the most important measure of company success - coming largely from dividends and their reinvestment.
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One nasty economic side effect of the COVID-19 driven lockdowns is a fall in prices for many goods and services and a drop in wages and other income.
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11 months ago
At times, it seems financial markets move in mysterious ways, confounding most observers and commentators on the sidelines.
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11 months ago
An out-there e-commerce company has become critical to China’s digital transformation.
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The economics of a business drives long-term investment returns.
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While biases and experiences will at best provide a flawed view of both what the future holds, and what our abilities to discern it to be, we must nevertheless make investment decisions into the unknowable.
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11 months ago
The issue of critical metals has been gaining traction for several years. The Electric Vehicle (EV) and Lithium Ion Battery (LIB) boom brought the issue into the open in late 2015.
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11 months ago
Our assessment of the economic and investment implications of COVID-19 depends on three fundamental issues - The length of the output gap, the policy responses to mitigate the output gap, and if the crisis results in fundamental and lasting changes in consumer behaviour.
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11 months ago
In the short-term, the Covid-19 global pandemic has given rise to material concerns about the economic health of countries across the developed and developing world.
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