Pacific Perspectives

Pacific Perspectives 24 Mar 2025

Private versus public markets? The debate is just heating up

The number of ASX-listed companies is falling due to fewer IPOs and more de-listings. The ratio is pretty stark, but ASIC thinks it’s too early to call this a structural trend. I think it’s perplexing…

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Pacific Perspectives 24 Mar 2025

S&P 500 ekes out a gain Friday, snaps four-week losing run: Live updates

The S&P 500 inched higher on Friday, ending four consecutive weeks of declines that were brought on by trade policy turmoil, recession fears and a rollover in megacap tech shares. The S&P 500 added 0.08%,…

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Pacific Perspectives 21 Mar 2025

Nvidia CEO Huang says he was wrong about timeline for quantum, surprised his comments hurt stocks

Nvidia CEO Jensen Huang on Thursday walked back comments he made in January, when he cast doubt on whether useful quantum computers would hit the market in the next 15 years.He made the comments at…

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Pacific Perspectives 21 Mar 2025

After 43 years, local tech pioneer NetComm heads for the scrapheap

The 43-year-old company behind Australia’s first dial-up modem is close to a final shutdown after its Nasdaq-listed owner filed for bankruptcy less than a year after a last-ditch acquisition saved it from the scrapheap. NetComm…

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Pacific Perspectives 21 Mar 2025

ASX to slip, Nine confirms CoStar talks over Domain sale

Australian shares are poised to slip at the local open, tracking modest losses on Wall Street following a volatile session as investors sought more clarity on the US economic outlook. ASX futures predicted the index…

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Pacific Perspectives 21 Mar 2025

Ausbil says this stock will be the next top gold play

Arden Jennings is co-portfolio manager of Ausbil’s small-cap and micro-cap funds. The firm oversees $19.4 billion in assets. What do you make of the ongoing volatility in equities at the moment? Do you see any…

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Pacific Perspectives 21 Mar 2025

S&P 500 closes lower Thursday as Wall Street’s comeback attempt falters: Live updates

The S&P 500 slipped on Thursday as uncertainty around the U.S. economy continued to weigh on equities, thwarting the market’s attempts at recovery from a monthlong rout. The broad market index pulled back 0.22% to close at…

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Pacific Perspectives 20 Mar 2025

‘Transitory’ is back as the Fed doesn’t expect tariffs to have long-lasting inflation impacts

The “good ship Transitory,” despite an ominous record, appears ready to sail again for the Federal Reserve. Economic projections the central bank released Wednesday indicate that while officials see inflation moving up this year more rapidly than previously…

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Pacific Perspectives 20 Mar 2025

Winter gas threat pushed out but shortages loom

Southern Australia has been warned of natural gas shortfalls by 2028 – three years later than earlier forecast – and annual shortages from 2029 onwards unless investment flows into import terminals, pipelines and new fields.…

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Pacific Perspectives 20 Mar 2025

ASX rises as Wall St lifts; NAB downgraded; Fed downplays inflation

The sharemarket opened higher on Thursday after Federal Reserve policymakers made no change to its 2025 interest rate projections and downplayed the risk of higher inflation from the new government’s punitive tariff regime. The S&P/ASX…

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