When most people think about the ‘Australian Economy’, the first thing that’ll often come to mind is mining and banking. Two industries that dominate our total productive output both locally and abroad.
It is, however, a little more intricate than that...
Australia is a prime exporter of many commodities. Many of which are mined, but some of which aren't. And while iron ore has certainly been our forte for a number of years now, we have quite the unique mix of materials across our vast country.
Dear Reader, 1) ‘Banks, builders, and REITS.’ That’s how I summed up the way to play the property cycle over the next five years in my recent presentation to investors. Yesterday, we got some evidence that such a strategy is working! How so? Big real estate investment trust Vicinity Centres [ASX:VCX] released its half-year results. […]
We’ve talked here in Money Morning about some booming trends in the energy transition such as lithium and graphite, but we haven’t yet talked much about the carbon market.
To some, it’s a dirty word, and for others, a reason to celebrate. I’m not particularly interested in the politics around it.
I want to talk about some of the economic impacts of immigration. In fact, one of our neighbours and close allies is an excellent case study for us to consider. There’s also an important reason why this is something we need to be talking about right now.
Dear Reader, 1) Oh my. Since December, Catherine Cashmore and I have been telling you to put the property cycle at the heart of your investment strategy. A bit of news from developer Mirvac is a case in point. The Australian Financial Review reports that the company will ‘press the button’ on entering the land […]
Digital property advertiser REA Group [ASX:REA] is having an up and down day of trading. Despite opening strongly (up 3.8% at one point), the share price has capitulated. REA shares are now sitting at a 1.37% loss for the day, after traders have abandoned the stock.
Nick Scali [ASX:NCK] shares are up today after releasing its half-year results. Shares were down during early trade but have since recovered and at time of writing they’re trading at $14.58, up 1.3% from yesterday’s close.
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