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All posts by Andrew Tang

Analyst - Equity Strategy

Sectors Covered: Equity Strategy and Quant

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Morgans Best Ideas: August 2022

By Andrew Tang

29 July 2022, 3:00 PM

This month we add Jumbo Interactive (ASX:JIN) and remove Endeavour, Baby Bunting, Domino’s Pizza, and Whitehaven Coal.

Australia Strategy: Asset Allocation Update – Q3 2022

By Andrew Tang

04 July 2022, 9:00 AM

A great deal has changed since our last update - an energy shock, sharp interest rate hikes and a weaker global macro outlook. We have reduced our portfolio risk-taking as a result and brace for market volatility ahead.

Morgans Best Ideas: July 2022

By Andrew Tang

01 July 2022, 10:00 AM

We make one new addition to the list this month, adding AGL Energy (ASX:AGL).

RBA lifts interest rates by 50bps – cash rate up to 0.85%

By Andrew Tang

07 June 2022, 5:00 PM

We think today’s move confirms the pivot in the RBA’s position on monetary policy, by moving rates ahead of market expectations the Bank is clearly prioritising price stability over employment and economic stability.

Morgans Best Ideas: June 2022

By Andrew Tang

02 June 2022, 9:30 AM

We make two new additions to the list this month, adding Aristocrat Leisure (ASX:ALL) and Domino’s Pizza (ASX:DMP).

Equity market sensitivity to rising interest rates

By Andrew Tang

10 May 2022, 10:00 AM

Equity Strategist Andrew Tang, explores the relationship between rising interest rates and equity market performance. Should investors fear the worse or is this another buying opportunity?

The RBA increases rates for the first time since Nov 2010

By Andrew Tang

03 May 2022, 4:35 PM

Tighter financial conditions for households and companies will create a different set of winners and losers from the past two years. We suggest investors review portfolio positioning to account for inflation that appears to be stickier than anticipated.