The global defence landscape is experiencing significant changes, driven by evolving geopolitical tensions and shifts in policy from major powers. In our view, Trump’s policies have played a pivotal role in reshaping military spending worldwide. His stance on NATO burden-sharing, reduced military aid to Ukraine, and an emphasis on "America First" defence policies have forced…
In his second term, what will be Trump’s impact on Big Tech - will he put Big Tech's fortunes back on track? With another four years ahead, the tech giants are in for a ride. The landscape for the tech industry is complex, ranging from proposed 25% tariffs on imported semiconductors to boost domestic AI…
Trump and Oil: Do the pair go hand in hand? The energy sector has always been tied to political decisions, but few have been able to shape oil markets as dramatically as Donald Trump. Trump’s energy policies support domestic energy production by removing regulatory barriers and investing in fossil fuels. But what does this mean…
Are you looking to take advantage of the growing opportunities in the healthcare sector? Markets are once again focusing on healthcare stocks following recent pledges by politicians to expand Medicare funding in Australia. The Australian government and opposition have unveiled substantial plans to improve access to healthcare services for all Australians.
These reforms promise that bulk-billed…
The financial markets and industries could undergo changes due to Trump's presidential victory in the 2024 election. His pro-business agenda on taxes, deregulation, and continued support for traditional energy industries may affect Wall Street considerably. While some sectors, such as finance, energy, real estate, and defence, may expect positive policy revisions, the precise implications on…
Elections are integral to any nation and influence economic policies, enterprise sentiment, and investor confidence. Australia’s federal elections have historically been recognised by increased market activity and often short-term volatility as investors assess potential changes to policy and economic direction.
But how do elections impact the Australian stock market? Do certain political parties tend to create…
What will the 2025 Australian federal election do to the Australian Dollar (AUD)? Governments that win elections create market uncertainty, which currency markets quickly respond to. Investor reaction to Australian political news drives changes in the AUD exchange rate before and after election day.
Past elections consistently influenced the AUD due to investors responding to evolving…
When Will the RBA Cut Rates Again? That's the question everyone is asking, and the answer seems to be at some point later this year. Earlier this week Reserve Bank of Australia (RBA) reduced the cash rate by 25 basis points to 4.10%. This marked the first rate cut since November 2020 and ended 15…
New traders will encounter both risks and opportunities when trading ASX futures contracts on the Australian Securities Exchange in 2025. Modern traders need a solid understanding of ASX futures to succeed in markets that show volatile behaviour as the global economy returns to normal. This guide aims to provide practical information to help novice traders…
Pilbara Minerals, one of the top Australian lithium miners, has had tough times of late. Yes, it has developed a leading position as a supplier of lithium to the lithium supply chain, lithium prices have hindered progress. And its provisional results show what it is set for a big loss in FY25.
This exploration provides a…
