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HOLDINGS News & Analysis

ASX stock gets a moat upgrade
Stocks
ASX stock gets a moat upgrade
Morningstar analyst Mark Taylor upgrades Seven Group Holdings' moat and fair value rating. 
Joseph Taylor | 11 May 2024
A famous tech bear changes his tune
Funds
A famous tech bear changes his tune
GQG Partners’ Rajiv Jain tells the Morningstar Investment Conference in Australia why he’s now overweight US tech mega caps and cut back on large...
James Gruber | 23 May 2023
3 value stock picks on the ASX
Stocks
3 value stock picks on the ASX
Dr Philipp Hofflin from Lazard Asset Management identifies 3 companies with a competitive advantage and strong cashflows.
Sarah Dowling | 18 January 2023
What else could Tencent sell after Meituan?
Stocks
What else could Tencent sell after Meituan?
Despite the tech conglomerate mulling a sale of its 17% stake in Meituan, our fair value estimates for both companies remain unchanged.
Kate Lin | 18 August 2022
Are battered China tech stocks on a long-term rebound?
Stocks
Are battered China tech stocks on a long-term rebound?
\nChinese stocks, including Alibaba, have staged a big rebound. Here's what it might take for the rally to continue\n
Kate Lin | 20 July 2022
What if this turns out to be a terrible time to retire?
Personal Finance
What if this turns out to be a terrible time to retire?
Pre-retirees and new retirees concerned about today's markets can take steps to protect themselves.
Christine Benz | 03 June 2022
Retail investors are ready to pounce on Hong Kong stocks
Stocks
Retail investors are ready to pounce on Hong Kong stocks
Aussie broker Selfwealth says investors are moving cash into its newly-launched Hong Kong trading accounts.
Lewis Jackson | 12 May 2022
Finding the value in Chinese shares: Charts of the week
Stocks
Finding the value in Chinese shares: Charts of the week
The most undervalued major market in the world is also one of the most complicated. 
Lewis Jackson | 28 March 2022
Chinese wide-moat stocks at a discount
Stocks
Chinese wide-moat stocks at a discount
Some of Asia's best companies like Tencent and Alibaba have fallen deep into undervalued territory amid recent share price turmoil.
Kate Lin | 16 March 2022
Industry champions on the cheap: Emerging markets at the Morningstar Investment Conference
Stocks
Industry champions on the cheap: Emerging markets at the Morningstar Investment Conference
Strong commodity prices, cheap valuations and a head start on interest rate hikes means emerging markets are set for strength, says Dr. Joseph Lai of...
Lewis Jackson | 23 February 2022