Rudi's Views

In this week’s edition: (More) Patience Required; What To Buy Ahead Of June 30; What Not To Buy (Sell) Ahead Of June 30

Are Australian companies better off by not expanding offshore? History suggests otherwise

Listed investors such as WH Soul Pattinson and Wesfarmers have proven strong wealth creators over long periods of time

Are markets fundamentally changing? If so, investors might need to change their approach and strategy too

In today’s edition: Australia’s Sh*t Sandwich; A Cautionary Tale; Too Early To Burst; What Is Happening With ResMed?; Best Buys & Conviction Calls

Against a darkening mood for the Australian economy and share market, ASX-listed technology stocks are staging a remarkable comeback, having spent most of the past ten months in the Do Not Touch basket.

After my presentation and Q&A in Toowoomba, Queensland yesterday (having endured the teasing prior to the State of Origin later on the day) I sat down with a few of the local investors to talk investing and markets in a more informal setting

With El Nino plausibly arriving later this year, potential weather impacts will increasingly gain investors’ attention

The outlook remains positive, global equity strategists maintain, though Australia will be among the world’s laggards

Healthcare remains under pressure, and troubled CSL is not helping, but the market is warming yet again to future AI beneficiaries