By Michael Knox
26 May 2020, 12:15 PM
Chinese crude steel production is up 0.2% over a year ago. The output of steel products is up by 3.6%.
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By Michael Knox
14 May 2020, 9:45 AM
I detail how a horrific fall in US GDP in the second quarter of 2020 will be followed by stability and a little growth in the third quarter. Growth then rapidly accelerates as we move into 2021.
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By Andrew Tang
07 May 2020, 9:45 AM
This month we add Computershare and Flight Centre and remove A2 Milk.
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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.
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By Tom Sartor
27 April 2020, 12:00 PM
We think current events are uncovering a once-in-a-decade opportunity to gain exposure to some of the world’s best businesses. The dominant global franchises offer protection against COVID downside.
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By Adrian Prendergast
21 April 2020, 1:15 PM
We expect the panic selling to continue in oil futures markets and ETF’s and for it to extend into June. We have been waiting for this kind of oil price volatility (waiting for it to hit rock bottom) so we can gain conviction on our buy ideas, and it looks like it is quickly approaching.
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By Adrian Prendergast
20 April 2020, 12:50 PM
Concern around short-term metal prices for the sector remains, but we maintain our preference for RIO with an Add rating.
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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?
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By Adrian Prendergast
16 April 2020, 12:52 PM
I provide an update on the latest developments in the oil market, following the announcement from OPEC+ of record supply cuts. I also detail our top picks across the sector.
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By Michael Knox
15 April 2020, 2:30 PM
Morgans Chief Economist, Michael Knox, discusses how the Australian fiscal multiplier, is twice as large. Well, it is all because interest rates are near zero.
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