JobKeeper and JobSeeker extension By Andrew Tang 21 July 2020, 4:40 PM The government announced today that it would extend the JobKeeper wage subsidy to March 2021. What are the market implications? Read more...
Reporting Season Preview: July 2020 By Andrew Tang 21 July 2020, 3:20 PM We detail what to expect ahead of one of the most anticipated reporting seasons in a long time. Read more...
Equity Strategy Update: July 2020 By Andrew Tang 13 July 2020, 3:50 PM I explore the risks and opportunities for the market, ahead of the critical August reporting season. Read more...
Morgans Best Ideas July 2020 By Andrew Tang 07 July 2020, 5:00 PM Key additions this month include Santos, ALS Limited, HUB, Adairs, Baby Bunting Group, PWR Holdings, Acrow Services, ZIP Co, Aventus Group, Costa Group Holdings and Strandline Resources. Read more...
COVID-19: Managing *great* expectations of a recovery By Andrew Tang 22 June 2020, 9:45 AM We still believe the future looks positive for the equity market, but ‘great expectations’ of the successful reopening of the economy and the eventual development of a vaccine, may be what hampers the market’s near-term performance as we saw last week. Read more...
COVID-19 Roadmap: Reality bites By Andrew Tang 16 June 2020, 7:40 AM The reality for the equity market is that even with strong fiscal and monetary policy support it will be around two years before business conditions get back to the levels needed to support pre-COVID-19 share prices. Read more...
Morgans Best Ideas: June 2020 By Andrew Tang 04 June 2020, 11:45 AM We identify 12 large cap and 22 mid-small cap names that we think will outperform as we enter the exit phase of the COVID-19 crisis. Read more...
Best small cap stocks: June 2020 By Andrew Tang 01 June 2020, 12:00 PM One of the great attractions of small cap investing is that they remain below the radar of most investors. Read more...
Podcast: ASX 200 — What is in the price? By Andrew Tang 28 May 2020, 11:15 AM The sharp bounce in the ASX 200 has left many investors wondering where to from here. I explain why investors need to tread carefully in the weeks ahead Read more...
COVID-19 Roadmap: Mapping the recovery By Andrew Tang 26 May 2020, 4:30 PM Since the start of the pandemic, Google and Apple have made available real-time mobility data to track foot traffic. The data shows whether people are returning to work, doing more shopping/leisure activities, or staying at home. The set of indicators provide a current snapshot of the shape of the recovery and consumer behaviour. Read more...