Newsletter

Blue Chip Stocks

The KPMG Leaks: Why Should ASX Investors Even Care?

The KPMG leaks have become one of the most significant governance scandals in Australia’s consulting sector. What began as a breach of confidentiality has evolved into a broader debate about trust, conflicts of interest and the relationship between government, advisers and corporate Australia. For many investors, it has been easy to treat the story as political…

ByNick Sundich20 hours ago

Should You Still Invest In the Big Four Banks Given They’ll Be Hit By CGT Changes? Here Are 5 Reasons Why You Might!

The case to invest in the big four banks was in Australia's booming property market...at least it was until the CGT changes. Much of the outrage has been over its extension to businesses and shares, but one could argue the impact on property will be more important, at least to the Big Banks. Don't take our…

ByNick Sundich20 hours ago

Who Said China Was Uninvestable? These 4 ASX Stocks Exposed to China Proved Otherwise!

For years post-pandemic (and arguably a couple of years before), “China exposure” has been treated as a four‑letter word by Australian investors. The trade war, COVID lockdowns, property‑market weakness and rising geopolitical tensions all fed a narrative that Australia’s corporate links to China were broken. Investors rewarded companies for reducing exposure and punished those that didn’t.…

ByNick Sundich4 days ago

Chemist Warehouse wants to expand into the UK, but will it be worth the effort?

Sigma Healthcare and Chemist Warehouse have never been shy about ambition. Still it only went public with its plans to expand into the Old Dart with the expansion of UK’s Boots Group yesterday, and it was pushed to do so with media leaking it several hours prior. If such a deal proceeds, it would mark one…

ByNick Sundich5 days ago

Could AI Help Australia’s Stagflation Problem, Or Just Continue to Mask It?

Australia’s economy is stuck in stagflation - yes we believe it is; but economists are wondering could AI help Australia and its economy with this? Or will it just mask the problem? Currently the economy has weak productivity, sticky inflation and a structural slowdown that has pushed the country toward a stagflation‑like posture. You could argue…

ByNick SundichJune 9, 2026

Activist Investor Elliott Investment Management Has Made Demands Of Northern Star! But How Likely Is The Company to Give In?

Northern Star Resources has reached a moment that will define its trajectory for the next decade with Elliott Investment Management’s actions overnight. In an investor presentation, Elliott has given a major indictment of execution, governance, and strategic clarity, paired with a clear assertion that the company’s assets are world‑class but its leadership is not. Elliott Investment…

ByNick SundichJune 2, 2026

It’s The End of Financial Year! Here Are 5 Things ASX Investors Need To Do

It is the EOFY (End of Financial Year) coming at the end of this month. Whatever dates your company uses as a fiscal year, July 1 to June 30 is the Australian financial year and this is the time Australian investors should do more homework than at any other time of year. Those who prepare…

ByNick SundichJune 2, 2026

Are Australian equities appealing amidst the CGT changes?

Are Australian equities appealing anymore in the brave new CGT world we live in? For more than twenty years, the rule was simple: hold an asset for more than twelve months and you receive a flat 50% discount on the gain. It was elegant, predictable, and indifferent to inflation. The proposed shift back toward indexation forces…

ByNick SundichJune 1, 2026

Here Are 7 ASX Stocks Listed In Peculiar International Exchanges And Why They’re There

ASX stocks listed overseas are usually in one of four jurisdictions: Canada, New Zealand, the US or in the UK (specifically on the AIM). Often, they follow predictable routes: go to New York if you want capital (especially from Wall St), to Toronto or the AIM when they want investors just as educated with the…

ByNick SundichJune 1, 2026

Will the Federal Reserve be different under Kevin Warsh? And why should Australian investors even care?

For the first time in nearly a decade, the Federal Reserve has a new chair, in Kevin Warsh. 'The Fed' is now entering a period where the market genuinely does not know what comes next. Investors are now trying to work out whether Warsh represents continuity with the Powell era or a decisive break from it.…

ByNick SundichMay 28, 2026

the Kick-ass Multipurpose WordPress Theme

Blue Chip Stocks

The KPMG Leaks: Why Should ASX Investors Even Care?

Should You Still Invest In the Big Four Banks Given They’ll Be Hit By CGT Changes? Here Are 5 Reasons Why You Might!

Who Said China Was Uninvestable? These 4 ASX Stocks Exposed to China Proved Otherwise!

Chemist Warehouse wants to expand into the UK, but will it be worth the effort?

Could AI Help Australia’s Stagflation Problem, Or Just Continue to Mask It?

Activist Investor Elliott Investment Management Has Made Demands Of Northern Star! But How Likely Is The Company to Give In?

It’s The End of Financial Year! Here Are 5 Things ASX Investors Need To Do

Are Australian equities appealing amidst the CGT changes?

Here Are 7 ASX Stocks Listed In Peculiar International Exchanges And Why They’re There

Will the Federal Reserve be different under Kevin Warsh? And why should Australian investors even care?

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Blue Chip Stocks

Stocks in Spotlight

Add Your Heading Text Here