Ron Shamgar of TAMIM Asset Management talks about how retail discretionary stocks outperformed during inflation. Will the cost-of-living crisis persist, placing overwhelming strain on stretched households, or can consumer resilience endure?
The local share market snapped its losing streak, with both the All Ordinaries (INDEXASX: XAO) and S&P/ASX200 (INDEXASX: XJO) gaining 0.4% on a settling of bond yields and the latest Reserve Bank meeting minutes.
Consumer spending, China’s uneven economic recovery and declining dividend payouts are in the spotlight as Australia’s earnings season ramps up, with market…
Have you made any big purchases lately? Or browsed the shopping centre with the intention of buying something nice? If you haven’t, you’re not alone. Consumers are cutting back…and retailers are feeling it. Read on for a breakdown...