Yesterday
UBS tips more ASX companies to make tariff confessions
The trade war is a late entrant to the February earnings season and will be a source of investor interrogation for CEOs.
- Joanne Tran
ASX snaps losing streak; Insignia rallies 7pc, Pinnacle touches record
Miners buoy ASX; Insignia bidding war rumbles on; oil drops; Maggie Beer earnings flat; Pinnacle shares hit record; BWP leaps on profit, dividend hike.
- Updated
- Nicola Blackburn
China stocks suffer brutal reversal as traders return from holiday
China’s sharemarket erased a near 1 per cent opening gain as traders returned from a week-long holiday to simmering tensions with the US.
- Alex Gluyas
This Month
China whipsaws markets with retaliatory tariffs
Traders’ worst fears proved accurate when Beijing decided to slap tariffs on US goods avenging Trump’s 10 per cent tariff on China.
- Updated
- Alex Gluyas
ASX swings to red as China tariff takes hold; CBA, Wesfarmers hit
ASX swings in last minutes of trade; China retaliates with tariffs; Pinnacle declares dividend; Vanguard joins banks, predicts Feb rate cut; bitcoin and meme coins surge.
- Updated
- Nicola Blackburn
Trump’s trade war unleashes market chaos as shares, crypto sink
Investors have been wrong-footed by how quickly the US president has acted on his tariff threats, sending investors scrambling to deflect a hit to global growth.
- Updated
- Alex Gluyas
- Opinion
- Chanticleer
Market panic may be the best protection against Trump’s tariff war
Investors were sure the “Art of the Deal” schtick would mean import duties would be avoided. Now they face a world of “uncontrollable chaos”.
- James Thomson
ASIC launches investigation into ASX’s December settlement failure
The corporate regulator is already suing the market operator for misfires in its ageing infrastructure platform. The new probe could lead to a second lawsuit.
- Updated
- James Eyers
- Exclusive
- Monday fundie
Ex-L1 fundie catches big fish with rival long-short strategy
Lev Margolin managed a similar fund at his old employer for seven years before starting his own. The stellar performance has caught the attention of Fidante.
- Alex Gluyas
Trump’s tariffs collide with ASX earnings test
Futures indicate a 1.2 per cent drop for the ASX 200 on Monday as strategists say that full valuations demand earnings perfection this reporting season.
- Alex Gluyas
US exceptionalism is peaking: expert
The “magnificent seven” are poised to become the “lagnificent seven” as the tailwinds that have propelled American equities fade, Michael Hartnett argues.
- Updated
- Timothy Moore
- Opinion
- Investing
Debt funds run wild on the ASX as equity funds go friendless
The listed investment fund market is a tale of two asset classes: equity funds are very much out of favour while debt funds are thirsty for income and bringing in money.
- Jonathan Shapiro
- Opinion
- AI
How the rise of AI is changing the investment game
As machine learning and algorithms evolve, the fund management industry will likely shift toward a hybrid model, combining the strengths of humans and machines.
- Arian Neiron
S&P 500 slumps as tariffs plans whiplash markets
US equities closed lower after the US said it will impose higher tariffs on Canada, Mexico and China this weekend. ASX futures tumbled 1.2pc.
- Updated
- Timothy Moore
January
Is Nvidia a ‘buy’ after crashing 15pc? Here’s what top fundies say
AFR Weekend asked some of the nation’s top investors what they think the emergence of Chinese disruptor DeepSeek means for the US chipmakers future.
- Joanne Tran
ASX posts biggest monthly gain since July; Magellan extends sell off
ASX briefly notches record; gold miners rally; Magellan sell-off continues. PointsBet turnover plummets; Netwealth CFO exits; Origin drops LNG forecasts.
- Updated
- Nicola Blackburn, Cecile Lefort and Timothy Moore
What interest rate cuts will mean for your money
February is firming as the month that the Reserve Bank will cut the cash rate, which will have flow-on effects for shares, property and term deposits.
- Michelle Bowes
ASX notches record in broad rally; Zip, Credit Corp sink
ASX touches record high, slips back; big four banks call Feb rate cut; ASIC probes MinRes; Zip, Credit Corp Group plunge; Gerald Stack exits Magellan.
- Updated
- Timothy Moore
- Updated
- Interest rates
Trump lashes Powell after Fed keeps rates on hold
The president sharply criticised the Federal Reserve for defying his calls to lower interest rates, and instead signalling a new wait-and-see approach.
- Updated
- Matthew Cranston
Don’t rubbish DeepSeek hype so quickly, say top Asia fundies
Could US rules limiting high-end chip sales to China have fuelled the development of superior AI? Investors say the Chinese start-up should be closely watched.
- Joanne Tran
