Newsletter

Ujjwal Maheshwari

Ujjwal Maheshwari is a Sydney-based financial writer at Stocks Down Under, where he has covered ASX and forex markets for over three years. He specialises in breaking down complex market developments into clear, accessible analysis for everyday investors.

Bachelor of Commerce (Finance), University of New South Wales (UNSW)

728 articles published

Mining Stocks

China’s 35-Year Low Growth Target: Which ASX Mining Stocks to Buy, Hold, and Sell Right Now

ASX mining stocks face a mixed outlook as China slows China just announced its lowest GDP growth target since 1991, setting the 2026 goal at 4.5% to 5%. Around the same time, China's state-backed iron ore buyer escalated purchase restrictions on BHP (ASX: BHP) cargoes. When news like this lands, the instinct for many investors…

ByUjjwal MaheshwariMarch 7, 20260Comments

Coal Stocks

ASX Coal Stocks: The Iran War’s Biggest Winner Nobody Is Talking About

ASX coal stocks in focus as thermal coal demand rises Oil got all the headlines. Coal is getting all the upside. When Iranian strikes knocked out Qatar's LNG production last week, European gas prices surged 50 per cent almost overnight. That sent power generators scrambling for alternatives, and thermal coal is the fastest, cheapest substitute…

ByUjjwal MaheshwariMarch 6, 20260Comments

Property

ASX REITs Drop as Iran War Revives RBA Rate Hike Fears

ASX REITs slide as rate hike fears return Everyone sold Qantas when the Iran war broke out. Smart money is watching something completely different. The sector taking one of the most painful hits this week is not airlines, not energy, and not tourism. It is ASX REITs. Property trusts were already fragile heading into this…

ByUjjwal MaheshwariMarch 6, 20260Comments

Retail

Endeavour Group (ASX:EDV) Posts Record A$6.7bn Sales But Profit Falls 17%- Buy the Dip or Stay Away?

Endeavour Group profit drops: buy the dip or stay away? Endeavour Group (ASX: EDV) fell 4% after releasing its first-half results, and on the surface, it is easy to see why investors sold off. Reported net profit dropped 17% to A$247 million even as group sales climbed to a record A$6.7 billion. That kind of…

ByUjjwal MaheshwariMarch 6, 20260Comments

Dividend Stocks Mining Stocks

BHP, Rio Tinto and Woodside Went Ex-Dividend: Is the Post-Dip a Buying Opportunity?

Ex-dividend pullback: opportunity for investors? BHP (ASX: BHP), Rio Tinto (ASX: RIO) and Woodside Energy (ASX: WDS) all went ex-dividend yesterday, on 5 March 2026. Investors who bought shares from that point will not receive the upcoming dividend payment. The price dip that followed was entirely predictable and mechanical, not a sign that anything is…

ByUjjwal MaheshwariMarch 6, 20260Comments

Defence Stocks Market news

5 ASX Stocks to Buy (and 3 to Avoid) as the Iran War Shakes the Market

ASX stocks to buy and avoid as the Iran war shakes markets The ASX 200 shrugged off the initial shock on Monday, closing flat at 9,200.9, but reality caught up fast on Tuesday. Only two of eleven sectors finished in the green, and the damage was widespread. RBA Governor Michele Bullock added fuel by warning…

ByUjjwal MaheshwariMarch 4, 20260Comments

Energy Stocks

Qatar Halts 20% of Global LNG Supply: Why Woodside, Santos and Beach Energy Are Soaring

European gas prices surged as much as 54 per cent this week after QatarEnergy suspended all LNG production at its Ras Laffan and Mesaieed facilities following Iranian drone strikes. Asian LNG prices jumped nearly 39 per cent. With Qatar supplying roughly 20 per cent of the world's LNG, this is the biggest disruption to global…

ByUjjwal MaheshwariMarch 4, 20260Comments

Defence Stocks

Iran War: 4 ASX Defence Stocks Surging Up to 40% and Whether to Buy Them Now

ASX defence stocks surge on Iran war- should you buy now? ASX defence stocks surged on Monday as the US-Iran conflict sent investors rushing into military names. DroneShield (ASX: DRO) jumped 6.9% to close at A$3.87, extending its weekly gain to roughly 24%. Elsight (ASX: ELS) has been the standout mover, surging sharply in recent…

ByUjjwal MaheshwariMarch 4, 20260Comments

Rare Earths Stocks

Lindian (ASX: LIN) Jumps 23% on Kazakhstan Rare Earth Deal – Still a Buy After 310% Rally?

Lindian jumps on Kazakhstan rare earth deal- what comes next? Lindian Resources (ASX: LIN) surged 23 per cent to close at 65 cents on Tuesday, after hitting a 13-year intraday high of 72 cents, following the signing of a binding term sheet to acquire majority control of a fully constructed rare earth processing plant in…

ByUjjwal MaheshwariMarch 4, 20260Comments

Gold Stocks

3 ASX Gold Stocks Set to Benefit As Gold Surges Past US$5,300 on Iran Crisis

ASX gold stocks set to benefit as gold breaks US$5,300 on Iran fears Gold has blown past US$5,300 per ounce and is testing near US$5,400 after US and Israeli strikes on Iran over the weekend sent investors scrambling for safety. The precious metal is now up roughly 25 per cent in 2026, and the Middle…

ByUjjwal MaheshwariMarch 3, 20260Comments