ANALYSIS: As we head into 2025, here are some of the themes we believe will dominate the Australasian investment markets.
ANALYSIS: History suggests the price weakness will have knock-on effects for dwelling consents and property developers.
ANALYSIS: Investors should take a long-term view and stay the course.
ANALYSIS: Some telco valuations are based on an unduly gloomy view of their prospects.
ANALYSIS: Tanks and banks are both rapidly moving.
ANALYSIS: Moving into actual tight monetary conditions may not be needed.
ANALYSIS: Sharemarket volatility is reflective of uncertainty, but also provides patient investors with opportunity.
ANALYSIS: Remember to consider how the market will value that company once the growth slows down.
ANALYSIS: Why 2022 could be the year of buying selectively.
ANALYSIS: Markets have started to see a wash-out of some of the excesses in valuations.
