Surging home property prices, that have moved property to unaffordable levels partly due to decades of falling interest rates, are often blamed on the wealthy property investors who drive prices higher. But this myth has now been busted. According to BMT Tax Depreciation, Australia’s leading supplier of tax depreciation schedules, investors are not the driving…
Elon Musk Tweeted this morning that his company, Tesla, may have to start mining due to the skyrocketing lithium prices it is paying in order to produce lithium batteries. Electric vehicle (EV) giant Tesla may look to mine its own supply after the lithium price rose from US$17,000 per tonne in 2021 to more than…
During times of crisis such as the current war in Ukraine and rising global tensions, markets tend to fall because of fear and uncertainty. Advisers looking for a way to hedge against this declining market or the possibility of a decline to come might want to consider using covered call options for their clients, especially…
Boutique Melbourne-based manager Datt Capital says Australian companies can steal global market share during the Ukrainian crisis, largely because Russia’s endowment of natural resource riches is very similar to Australia. Emanuel Datt, chief investment officer, says, “The Russian output of key commodities as a portion of global production is significant. The production figures include steel…
Will yesterday’s losers become tomorrow’s winners? While the year to date has been a volatile year filled with investor concerns, most of the companies in the S&P/ASX 200 managed to shake off the Covid-19 blues, rising inflation worries and tightening monetary policy concerns. However as always, there is a list of share market darlings that…
Predictions in 2020 were for the Australian arm of US juggernaut, Amazon, to have dominated local retail sales in just a few years. In 2020 alone, analysts predict that Amazon’s gross merchandise value – or the total value of products sold – grew three times faster than that of JB Hi-Fi. But this all changed…
Polen Capital has an enviable track record of delivering overall out-performance and averaging double-digit annual returns for more than 33 years. Headquartered in Boca Raton in Florida, USA, the firm manage $80 billion in assets and provide investment strategies to wholesale & institutional clients around the globe. The Inside Investor recently met with Simon Gregory…
The Russia/Ukraine crisis has been front and centre of investors’ minds as trade sanctions and supply chain disruptions start to impact company earnings. Russia is the largest supplier of gas, crude oil and coal into the EU, and is a major supplier of nickel (used in EV batteries) and aluminium (used in solar panel frames,…
Australian Blockchain Week 2022 is currently underway, showcasing the best of the Australian ecosystem, bringing together industry, academia, and government. NFTs (non-fungible tokens), DeFi (decentralised finance) and the Metaverse, which are all built on blockchain, are widely considered the future of economics, creative tech and value. To date, however, 2022 hasn’t been an easy one…
Despite a pandemic that swept through the globe causing border closures, supply disruptions and a backlog in shipping lanes, the M&A market was largely unaffected. In-fact, according to a report published by law firm Corrs Chambers Westgarth, there was a 35% increase in the number of public market deals done in 2021 compared to 2020….
