Pacific Perspectives
Aussie investors missing out on one of this year’s hottest trades
Australian investors are missing out on the record-breaking rally in European stocks and risk being left further behind as the world’s largest asset managers pump more money into the region that is ramping up its…
Dow tumbles more than 600 points, S&P 500 posts biggest loss since December as Trump says tariffs will proceed
The S&P 500 retreated on Monday, extending February’s rout and turning red for the year after President Donald Trump’s confirmation of forthcoming tariffs. The broad index fell 1.76% to end at 5,849.72, marking its worst day since December and…
Treasury Secretary Bessent says Trump tariffs won’t cause inflation to increase
Treasury Secretary Scott Bessent said Sunday that President Donald Trump’s proposed tariffs are unlikely to raise inflation, in part because China will “eat any tariffs that go on.” Bessent’s comments come just two days before the tariffs…
Time to shake up equities after a ‘head scratcher’ earnings season
The sharemarket is starting to shift its focus away from profit growth, which means what has worked for the last 12 months may not work for the next 12. There is a lot of alpha…
Credit funds raise $1b in rush to list on the ASX
The corporate regulator has revealed it is worried about two key changes to capital markets – more money is being pumped into private markets and listings on the Australian Securities Exchange are slowing. But in…
ASX to rise but investors brace for wild week of tariffs and stimulus
The Australian sharemarket will open higher on Monday despite investors bracing for a wild week that could be pivotal for global growth, and the possibility of growth-sapping tariffs and growth-boosting stimulus. While futures on the…
Top Wall Street analysts are upbeat on the long-term potential of these stocks
Worrisome economic data, weak consumer sentiment and tariff fears contributed to a rocky ride for stocks in February, with the S&P 500 losing 1.4% during the month. Investors should pick stocks of companies that can withstand these…
Nvidia warns of growing competition from China’s Huawei, despite U.S. sanctions
BEIJING — Chip giant Nvidia has flagged heightened competition from Huawei, despite U.S. restrictions on the Chinese telecommunications company. In an annual filing Wednesday, Nvidia listed Huawei among its current competitors, including it in the list for a second…
US giant MidOcean linked to Barossa gas stake interest
Santos boss Kevin Gallagher says he is not surprised by interest from outside suitors such as MidOcean Energy in his Barossa gas project, amid market speculation the US private equity firm is keen to elbow…
Mervis to take over as Endeavour executive chairman
Endeavour, the hospitality giant behind a string of pubs and the Dan Murphy’s liquor shop chain, is poised to appoint Ari Mervis as executive chairman more than five months after its chief executive resigned. Multiple…