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...
COVID-19 Roadmap: Past the worst, but recovery to be uneven By Andrew Tang 21 May 2020, 2:00 PM While turning off the economy was as easy as flipping a switch, reopening the economy may look more akin to a dimmer, as it is a far more complex and gradual process. Read more...
Best stocks to buy in May 2020 By Andrew Tang 07 May 2020, 9:45 AM This month we add Computershare and Flight Centre and remove A2 Milk. Read more...
Fresh income ideas for a low yield world By Andrew Tang 30 April 2020, 12:40 PM We identify 15 stocks that provide income safety for a prolonged period of low interest rates. Read more...
Macro Update: The “road out” of COVID-19 By Andrew Tang 20 April 2020, 12:20 PM What might the "road out" of the COVID-19 crisis look like and how should investors position their portfolios? Read more...
Morgans Best Ideas: April 2020 By Andrew Tang 06 April 2020, 5:00 PM The ~c27% correction has finally unearthed some value, and we think long term investors will be rewarded for holding their nerve through current uncertainty. Given the market moves, we make sweeping changes this month. Read more...
Australia Strategy: Reporting Season Review By Andrew Tang 06 March 2020, 12:00 AM February results were slightly better than expected, particularly among large-cap leaders, which should give investors some comfort amidst the ongoing volatility. We believe investors will be rewarded for holding their nerve through current uncertainty. Read more...
Reporting Season Road Map: 28 February 2020 By Andrew Tang 28 February 2020, 3:20 PM Six stock's we're happy to buy today – Healius (HLS), Kina Securities (KSL), Motorcycle Holdings (MTO), Acrow Formwork (ACF), Cardno Limited (CDD) and Mitchell Services (MSV). Read more...
Equity Strategy: The storm will pass and opportunities will rise By Andrew Tang 27 February 2020, 2:30 PM Ultimately we think markets will likely consolidate around these levels for a while with its future direction determined by how quickly the virus can be contained. Michael Knox has an index target of 6600, which suggests around 4% downside to current levels. Read more...