Rudi's Views

Momentum in corporate profits locally is sharply different from the US, and today’s Fourth Industrial revolution goes a long way explaining it

As the world remains confident the situation in the Middle East will be resolved, Australia feels the pain

Today’s share market might be most at risk from earnings disappointments, not so much of over-valuation

Conviction Buys and sector favourites; for those investors looking to amend strategies and portfolio exposures

Profit warnings are arriving for Australian investors. This type of risk is unlikely to subside when the war ends (hopefully soon)

Underneath the Middle East quagmire, the world is changing and ASX technology stocks are at the centre of tomorrow’s new landscape

Share market strategists are looking beyond the short-term, as the war in Iran is not expected to last beyond month’s end

I bet you’re all tired of the war, but this too shall pass, eventually

Don’t get mad, or frustrated, get even. Turn this crisis in an opportunity to upgrade your portfolio and strategy

Top calls and sector favourites from strategists and analysts for when better times arrive for Australian equities