Consumer-focused ASX Stocks that are discretionary are more than ever in an environment where elevated interest rates, inflation and mortgage repayments are reshaping household spending patterns.
The underlying economic logic is straightforward: when real incomes are squeezed, consumers prioritise essentials such as food, utilities and healthcare, while postponing or trading down on non-essential purchases. Data across…
General
It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…
Imagine this time 6 years ago that there could be a crisis 'worse than COVID'? Around this time, the ASX had crashed over 35% in just a few weeks, and the reason was COVID.
Well...in reality it was the uncertainty facing the global economy and business because it was right around this point that markets began…
Wilson Asset Management is one of the most prominent institutional investors on the ASX. It was founded by, named after and is still led by Geoff Wilson, one of the most famous investors in Australia.
Wilson is also one of the easiest to follow stock movements because, as it has 8 Listed Investment Companies (LICs) on…
The Iran oil shock is not the first and won't be the last, but still has investors perplexed at what to do. It is said that those who don't learn from history repeat it, so we think the best thing to do is look at the past and see past oil shocks and predict what…
Magellan and Barrenjoey are coming together as one. Magellan actually was already a shareholder of Barrenjoey, with a 36% stake, but is buying the remaining shares it does not already own.
In some respects it may seem an obvious match given the existing shareholding and how both companies are in the financial markets, but one of…
We can say that most Australians stopped talking about inflation as a shock. It had already done its damage. Instead, people were dealing with its consequences, high prices that remained unchanged even when the headlines calmed down.
Life did not suddenly become cheaper. It just stopped getting worse at the same rate.
What are the Best ASX…
With investors paying less attention, some ASX companies may release Bad News Over Christmas, likely hoping it gets missed. We'll admit we cannot prove that...but you do have to wonder.
Because some investors are on holidays for up to a month, they may 'switch off' and miss the bad news. But we haven't been on holidays…
This article outlines 5 ASX Predictions for 2026 that Stocks Down Under puts its neck on the line to assert will happen. It has become an annual tradition of ours, and some of these calls we get right, others we don't. Arguably our boldest call in suggesting ANZ would be the best performing big 4…
On Monday December 22, the ASX quarterly rebalance will be effective. Stocks will be promoted into new indices, while others will be demoted. It is important to note from the outset the June and December rebalances only involve the ASX 50, ASX 100 and ASX 200 indices whilst the March and September rebalances also involve…
