TOPIC

DISRUPTION News & Analysis

DeepSeek revelation hits US chip stocks, ASX data centres and uranium
Stocks
DeepSeek revelation hits US chip stocks, ASX data centres and uranium
Shockwaves from Monday's AI stock panic in the US were largely confined to two ASX industries.
Joseph Taylor | 29 January 2025
Torque is cheap? The US$6000 Tesla bull
Stocks
Torque is cheap? The US$6000 Tesla bull
Is Elon Musk's electric car maker Tesla capable of driving its share price from about US$225 to US$6000?
Lex Hall | 26 September 2019
Embrace the new world order and beware index-based investing
Markets
Embrace the new world order and beware index-based investing
Unless you feel confident that the index contains companies with long-term growth potential, it might not be the best place to invest, say Mark...
Mark Arnold and Jason Orthman | 09 October 2018
Time to lock in Nine, Fairfax gains, says Morningstar
Stocks
Time to lock in Nine, Fairfax gains, says Morningstar
The Nine-Fairfax tie-up is a sound move but shareholders may be wise to realise their gains now as competition from global online rivals is only...
Lex Hall | 17 September 2018
Where to from here for Australia's wide moat major banks?
Stocks
Where to from here for Australia's wide moat major banks?
Despite all the negative press, the major banks continue to benefit from surprisingly solid fundamentals, delivering modest earnings growth, writes...
David Ellis, CPA | 12 April 2018
How investors can take advantage of disruptive innovation
Funds
How investors can take advantage of disruptive innovation
Australian investors now have the opportunity to invest in the future with the launch of specific funds targeting disruptive innovators.
Anthony Fensom | 19 December 2017
Australian department stores are going out of fashion
Stocks
Australian department stores are going out of fashion
The department store sector faces downsizing amid declining foot traffic and a material uptick in external competition.
Johannes Faul, CFA | 08 December 2017
An interview with Westpac CEO, Brian Hartzer - Part 2
Stocks
An interview with Westpac CEO, Brian Hartzer - Part 2
Westpac CEO Brian Hartzer joins Morningstar banking analyst David Ellis to discuss digital disruption, regulatory change and Australian banks' social...
David Ellis, CPA | 30 October 2017
Investing lessons from Hamish Douglass
Funds
Investing lessons from Hamish Douglass
What individual investors can learn from Magellan's approach to stock selection, including considering first- and second-order beneficiaries of...
Glenn Flanagan | 30 October 2017
An interview with Westpac CEO, Brian Hartzer - Part 3
Stocks
An interview with Westpac CEO, Brian Hartzer - Part 3
Insights on Australia's housing market, China's effect on domestic banks, and cyber-security readiness, in the final instalment of Brian Hartzer's...
David Ellis, CPA | 30 October 2017