James Cooper revisits resource nationalisation, where governments assert control over natural wealth. From bold seizures to subtle tax hikes, discover how this trend impacts investors and why you should be alert. Resource nationalisation is a topic I keep coming back to; it’s popping up everywhere these days. But what exactly is it? At its most … Read more
Australian equities have been a challenging asset class for investors, with subdued earnings growth at the index level and a market dominated by large-cap, cyclical businesses. A key structural issue is Australia’s dividend imputation system, which incentivizes corporates to boost dividend payout ratios in the short term at the expense of long-term reinvestment, stifling … Read more
One of the world’s most important markets is flashing warning signs – and it’s not the one President Trump is talking about. While headlines remain fixated on the president’s trade agenda, markets have quietly shifted their attention to something far more consequential: the threat of a yield crisis in the US Treasury market as the … Read more
Each week I’ll be picking a random ASX stock that I (personally, yes I’m aware it may have been covered at some point in history) rarely see discussed online – and that I do NOT hold – that you voted for, for us to dive into for some Due Diligence (“DD”). This is for us … Read more
Paytm(One97 Communications Limited), India’s leading payments and financial services distribution company and pioneer of mobile payments, QR codes and Soundbox, recently announced the appointment of Mr. Ramana Kumar as Chief Executive Officer for its Middle East business. He brings over 20 years of leadership experience in the fintech, payments, and banking sectors along with deep … Read more
Today’s Friday, which means it’s time for the Fat Tail weekly podcast, the Closing Bell. Today my colleague Murray Dawes explains why he’s going ‘short’ the US market. We also chat about the Japanese threat to financial stability. Today’s Friday, which means it’s time for the Fat Tail weekly podcast, the Closing Bell. Today my … Read more
Risk assets have staged a broad relief rally over the past month, with equities buoyed by a relaxation of the US administration’s stance on tariffs. Global long-term government bond yields have resumed their climb, driven by improved risk sentiment, a paring back of rate cut pricing and mounting deficit and supply concerns. The Australian curve … Read more
It may be Australia’s smallest state but it’s big on bite-sized getaways. If you’re in need of a short break, look no further than these top Tasmanian escapes. Words by Alexis Buxton-Collins for escape.com.au This article may contain links from Escape’s affiliate and advertising partners. Escape may receive payments when you click on links, buy … Read more
