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OPINION
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ANALYSIS

Market Analysis

29M.AX

4DX.AX

1.66%

ABG.AX

5.73%

ASK.AX

1.29%

A1G.AX

4.43%

AGL.AX

-1.49%

AIZ.AX

1.39%

AAI.AX

-2.05%

ALK.AX

2.47%

A4N.AX

2.46%

ALQ.AX

1.1%

AMC.AX

1.44%

AOV.AX

0.95%

AMP.AX

AEL.AX

-3.28%

ALD.AX

-2.74%

ANN.AX

0.35%

ANZ.AX

-0.42%

APA.AX

-1.41%

ARU.AX

1.61%

ARB.AX

2.26%

ARF.AX

0.15%

ARG.AX

0.23%

ALL.AX

1.5%

AYA.AX

8.55%

APZ.AX

3.13%

ASX.AX

-0.09%

ALX.AX

AUB.AX

0.24%

AIA.AX

-0.15%

AZJ.AX

0.37%

AUC.AX

5.64%

ABB.AX

1.67%

ASB.AX

0.21%

AAC.AX

0.75%

AEF.AX

-0.8%

AFG.AX

2.45%

AFI.AX

0.3%

AUI.AX

-0.46%

ASG.AX

-1.67%

BOQ.AX

-1.28%

BMN.AX

2.09%

BCI.AX

BPT.AX

-3.75%

BGA.AX

-1.42%

BGL.AX

4.78%

BEN.AX

-0.97%

BNZ.AX

3.97%

BHP.AX

0.02%

BKI.AX

0.29%

BC8.AX

3.6%

XYZ.AX

2.15%

BSL.AX

-0.74%

BOE.AX

-11.88%

BXB.AX

-1.29%

BVS.AX

1.24%

BRE.AX

0.85%

BRG.AX

-0.25%

BGP.AX

BFL.AX

0.25%

BWP.AX

-0.13%

CMM.AX

2.87%

CSC.AX

2.29%

CAR.AX

0.13%

CIN.AX

CYL.AX

-0.82%

CAT.AX

0.48%

CWP.AX

2.98%

CNI.AX

0.16%

CIP.AX

0.34%

COF.AX

0.53%

CHN.AX

3.74%

CGF.AX

0.9%

CIA.AX

0.1%

CHI.AX

CHC.AX

1.38%

CLW.AX

0.44%

CQR.AX

0.79%

CQE.AX

1.35%

CNU.AX

0.06%

C79.AX

1.1%

CVL.AX

2.12%

CU6.AX

6.87%

CWY.AX

-1.32%

CBO.AX

0.28%

COH.AX

-0.16%

CDA.AX

-0.28%

COL.AX

-0.57%

CKF.AX

-0.12%

CBA.AX

0.13%

CPU.AX

-0.44%

CEN.AX

-0.64%

CXO.AX

2.46%

CCP.AX

2.01%

CMW.AX

1.3%

CSL.AX

1.2%

CCL.AX

8.31%

DBI.AX

-0.87%

DTL.AX

2.67%

DTR.AX

1.88%

DYL.AX

2.46%

DRR.AX

-0.36%

DVP.AX

2.2%

DXS.AX

0.5%

DXI.AX

DDR.AX

1.02%

DGT.AX

1.09%

DUI.AX

0.2%

DJW.AX

0.35%

DMP.AX

DOW.AX

-2.81%

DPM.AX

-0.39%

DRO.AX

5.87%

DUR.AX

4.87%

DNL.AX

0.47%

APE.AX

-0.3%

EBO.AX

2.15%

EIQ.AX

0.28%

ELD.AX

-0.73%

EOS.AX

1.44%

ELV.AX

-0.62%

ELS.AX

2.11%

EHL.AX

EMR.AX

4.4%

EDV.AX

-0.15%

ERA.AX

-12.5%

EQR.AX

-2.24%

EQT.AX

0.2%

EVN.AX

8.57%

EVT.AX

0.45%

FCL.AX

5.07%

FFM.AX

4.59%

FPH.AX

1.02%

FPR.AX

2.1%

FBU.AX

-0.2%

FLT.AX

1.42%

FML.AX

4.89%

FRS.AX

5.32%

FMG.AX

1.26%

FRW.AX

0.09%

FGX.AX

0.18%

FGG.AX

1.57%

GLN.AX

-1.14%

GLF.AX

1.5%

GDG.AX

2.86%

GNE.AX

-1.62%

GMD.AX

5.93%

GTK.AX

1.55%

GNP.AX

-0.88%

GMG.AX

1.5%

GPT.AX

0.43%

GQG.AX

2.06%

GNG.AX

0.97%

GNC.AX

0.46%

GGP.AX

3.16%

GOZ.AX

0.23%

GCI.AX

0.5%

GYG.AX

-1.25%

GWA.AX

1.45%

HSN.AX

2.09%

HVN.AX

0.33%

HGH.AX

0.52%

HM1.AX

1.06%

HLI.AX

0.38%

HMC.AX

-0.43%

HDN.AX

-0.82%

HUB.AX

3.89%

IEL.AX

1.67%

IGO.AX

0.79%

ILU.AX

-2.64%

IMD.AX

-0.26%

IMR.AX

2.67%

IFT.AX

1.01%

INA.AX

0.25%

ING.AX

-0.99%

IFL.AX

IAG.AX

0.34%

IDX.AX

0.89%

IPG.AX

-0.61%

IPX.AX

-3%

IPH.AX

-0.29%

IRE.AX

0.88%

JHX.AX

0.05%

JBH.AX

1.17%

JDO.AX

1.01%

JMS.AX

-0.89%

KAR.AX

-0.92%

KLS.AX

2.03%

KCN.AX

7.43%

KKC.AX

GLS.AX

1.38%

L1G.AX

2.28%

LSF.AX

2.93%

LRV.AX

8.09%

LFS.AX

-1.08%

LLC.AX

0.47%

LFG.AX

-0.29%

360.AX

2.23%

LIC.AX

0.89%

LNW.AX

0.66%

LIN.AX

2.78%

LTR.AX

1.05%

LOV.AX

0.22%

LYL.AX

-0.31%

LYC.AX

-4.83%

MA1.AX

MAF.AX

1.5%

MGH.AX

3.07%

MAH.AX

1.45%

MQG.AX

0.15%

MAQ.AX

1.02%

MAD.AX

-0.5%

MFG.AX

0.85%

MAU.AX

1.79%

MMS.AX

0.26%

MPL.AX

0.99%

MP1.AX

1.05%

MCY.AX

0.91%

MEZ.AX

0.22%

MSB.AX

7.46%

MTM.AX

5.38%

MLX.AX

4.14%

MTS.AX

-0.66%

MOT.AX

-0.15%

MXT.AX

0.77%

MFF.AX

1.28%

MIN.AX

1.1%

MI6.AX

MIR.AX

0.38%

MGR.AX

MND.AX

-0.62%

MYS.AX

0.43%

NAN.AX

1.12%

NAB.AX

0.65%

NSR.AX

NGI.AX

-0.93%

NWL.AX

3.18%

NEU.AX

2.18%

NHC.AX

-3.44%

NMG.AX

4.17%

NEM.AX

1.89%

NWS.AX

-0.47%

NXG.AX

1.08%

NXT.AX

1.76%

NHF.AX

0.6%

NCK.AX

0.25%

NIC.AX

0.26%

NEC.AX

-1.24%

NST.AX

3.38%

NWH.AX

0.5%

NUF.AX

15.54%

OCL.AX

1.16%

OML.AX

-0.53%

OPH.AX

3.47%

OBM.AX

6.57%

ORI.AX

0.43%

ORG.AX

-2.02%

ORA.AX

3.99%

PDN.AX

3.94%

PNR.AX

5.61%

PPC.AX

-0.77%

PPM.AX

1.11%

PRN.AX

0.24%

PPT.AX

1.56%

PCI.AX

0.93%

PRU.AX

1.61%

PXA.AX

3.02%

PNI.AX

2.93%

PL8.AX

1.12%

PLS.AX

-0.56%

PGF.AX

0.34%

PNV.AX

3.16%

PDI.AX

-1.06%

PMV.AX

0.32%

PME.AX

3.53%

PFP.AX

-0.52%

PWH.AX

1.23%

PYC.AX

5.65%

QAN.AX

0.67%

QBE.AX

QAL.AX

1.26%

QRI.AX

0.32%

QUB.AX

0.3%

RAC.AX

5.34%

RMS.AX

RHC.AX

1.27%

REA.AX

-0.58%

RDX.AX

-2.03%

REH.AX

2.65%

RF1.AX

0.29%

RPL.AX

2.66%

RG1.AX

0.43%

RGN.AX

REG.AX

1.08%

RRL.AX

5.72%

RWC.AX

RMD.AX

0.9%

RSG.AX

1.55%

SGLLV.AX

0.64%

RIC.AX

1.51%

RIO.AX

0.18%

RXR.AX

RXL.AX

1.08%

RFF.AX

0.25%

RYM.AX

3.24%

SFR.AX

3.42%

SMI.AX

1.87%

STO.AX

-2.7%

SCG.AX

SEK.AX

-0.62%

SHV.AX

1.9%

SRV.AX

0.97%

SSM.AX

-1.03%

SGH.AX

-1.64%

SHA.AX

-0.23%

SIG.AX

-0.92%

SLX.AX

0.09%

SGM.AX

-0.78%

SDR.AX

2.68%

SKS.AX

2.64%

SKC.AX

-0.88%

SIQ.AX

SHL.AX

0.85%

S32.AX

-0.32%

SX2.AX

6.78%

SXE.AX

-0.15%

SPK.AX

-0.84%

SRG.AX

1.49%

SBM.AX

-0.69%

SGQ.AX

SMR.AX

SDF.AX

1.06%

SGP.AX

-1.53%

STK.AX

2.22%

SNZ.AX

4.1%

SUN.AX

0.55%

SRL.AX

7.3%

SUL.AX

0.72%

SLC.AX

1.07%

SNL.AX

0.43%

SYL.AX

0.44%

TAH.AX

-0.26%

TEA.AX

0.61%

TNE.AX

2.64%

TLX.AX

-6.25%

TLS.AX

-0.65%

TPW.AX

A2M.AX

TLC.AX

0.54%

SGR.AX

2.17%

TVN.AX

1.39%

TWR.AX

0.61%

TPG.AX

0.12%

TCL.AX

0.04%

TWE.AX

0.26%

TUA.AX

-0.34%

TCG.AX

3.49%

UNI.AX

1.58%

VAU.AX

3.54%

VNT.AX

-0.8%

VCX.AX

-0.59%

VGN.AX

7.02%

VEA.AX

-5.09%

VUL.AX

-2.53%

VSL.AX

-1.47%

WA1.AX

-0.42%

WGN.AX

2.8%

WAM.AX

0.87%

WGB.AX

0.46%

WLE.AX

-5.36%

SOL.AX

0.16%

WPR.AX

-0.21%

WEB.AX

3.38%

WBT.AX

3.33%

WES.AX

-1.04%

WAF.AX

2.92%

WGX.AX

1.31%

WBC.AX

-0.53%

WHF.AX

0.2%

WHC.AX

0.82%

WIA.AX

4.4%

WC8.AX

-1.97%

WTC.AX

1.97%

WDS.AX

-3.03%

WOW.AX

-0.7%

WOR.AX

-1.1%

XRO.AX

2.64%

YAL.AX

ZIM.AX

1.59%

ZIP.AX

5.08%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	150.19	0.21	0.14
SSO ASX Small Caps	16.05	0.18	1.13
IVV S&P 500	65.13	0.43	0.66
NDQ Nasdaq	53.52	0.63	1.19
F100 FTSE 100	15.25	0.01	0.07
ASIA Asia Tech	16.67	0.44	2.71
IEU Europe	101.00	0.37	0.37
IEM Emerging Markets	88.52	1.14	1.3
Gold Gold	62.54	0.94	1.53
ACDC Battery Tech	159.19	1.81	1.15

COMMODITIES	Close($)	-/+	%
Gold	4,850.03	9.69	0.2
Silver	80.50	0.97	1.22
Platinum	2,127.35	23.6977	1.13
Palladium	1,598.09	10.8059	0.68
Ice Brent Crude	95.34	-4.02	-4.05
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7124	0.0001	0.01
Euro	1.1792	-0.0003	-0.03
British Pound	1.3570	0.0006	0.04
Canadian Dollar	1.3768	0.0003	0.02
New Zealand Dollar	0.5897	-0.0006	-0.1
Chinese Yuan	6.8156	-0.0147	-0.22
Japanese Yen	158.8800	0.11	0.07

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.57	0.89%	77.78%	0.30 0.75
BGL	Bellevue Gold Ltd	1.81	4.64%	51.53%	0.78 2.00
BHP	Bhp Group Ltd	56.17	0.12%	54.25%	35.52 59.39
FMG	Fortescue Ltd	20.85	1.19%	35.53%	14.31 23.38
NHC	New Hope Corporation Ltd	5.36	-3.16%	48.66%	3.54 6.14
WHC	Whitehaven Coal Ltd	8.68	2%	69.52%	4.63 9.90
NEM	Newmont Cdi	167.75	1.9%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	16.82	1.14%	0.00%	7.03 20.47
SFR	Sandfire Resources Ltd	18.16	3.48%	88.51%	9.30 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
NUF	Nufarm	2.57	15.54
EVN	Evolution Mining	14.32	8.57
AYA	Artrya	4.19	8.55
CCL	Cuscal	4.56	8.31
LRV	Larvotto Resourc	1.27	8.09
MSB	Mesoblast	2.16	7.46
KCN	Kingsgate Consol	5.78	7.43
SRL	Sunrise Energy	12.13	7.3
VGN	Virgin Australia	2.52	7.02
CU6	Clarity Pharmace	3.11	6.87

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	-12.5
BOE	Boss Energy	1.52	-11.88
TLX	Telix Pharmaceut	14.49	-6.25
WLE	Wam Leaders	1.33	-5.36
VEA	Viva Energy Grp	2.52	-5.09
LYC	Lynas Rare Earth	21.01	-4.83
BPT	Beach Energy	1.22	-3.75
NHC	New Hope Corpora	5.34	-3.44
AEL	Amplitude Energy	1.77	-3.28
WDS	Woodside Energy	32.93	-3.03

OPINION

Latest Market Matters Opinions

15/04/2026 09:48

The Bottom Line

While value is starting to present itself in the retail sector, we believe it’s a tad too early to don a contrarian hat and increase market exposure.

15/04/2026 09:48

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The Market Matters Core ETF Portfolio is a well-balanced, diversified ASX-listed ETF portfolio dynamically managed to ensure optimal asset allocation – Click here to view

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Market Matters Content

Portfolio Positioning: Cracks in the Consumer – Reviewing Exposure as Confidence Slides

Morning report 15/04/2026

Afternoon Report

The Match Out: ASX cracks 9,000 level then fades, Westpac flags Middle East conflict impacts

Afternoon report 14/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 11/04/2026

Thoughts on Greatland Resources (ASX:GGP)

Thanks for your ongoing coverage and commentary in these interesting times it is nice to know what's happening under the hood. My question is on Greatland Resources your opinion on the website is a little old now and I understand they have upped their MRE recently - this company seems solid it goes up well when it should and doesn’t collapse on rumour it seems to behave like a more mature company than it actually is - what do you see as the risks, I see they use contract labour but what is holding you back from this being a favoured exposure to gold and copper

Ask James

Question asked 11/04/2026

US Debt from Iran war

Hi guys, thanks for the effort into the reports. What's your opinion on US debt from the war? Considering their debt has been out of control for years and the only thing keeping them out of trouble is GDP growth. At what point does the spiralling debt become a problem and what knock on will it have for other economies? Thanks, Simon

Featured podcasts Subscribe to podcasts

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Pulse Check Webinar: Iran, Oil & Markets - Are investors misjudging the risks? 18/03/2026

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Latest View Points

LOV

AMZN US

SUL

APE

WBC

XRO

WOW

TLS

QBE

IAG

GS US

IGV US

Chart of the week

Japan’s Nuclear Power Generation

Aus. Investment blog Subscribe to blog

Why is Westpac (ASX:WBC) falling today?

Westpac has fallen, more than 4%, the most since March 30th, after saying interest rate volatility has adversely impacted treasury and net interest margins (NIM).

ASX:WBC 08/04/2026

Gold Outlook Turning Positive as Macro Headwinds Ease

An 11th hour US-Iran ceasefire has reduced global inflation fears, allowing bonds to bounce, sending precious metals and respective stocks roaring higher.

ASX:NEM 08/04/2026

Morning Report

Portfolio Positioning: Cracks in the Consumer – Reviewing Exposure as Confidence Slides

Morning report 15/04/2026

Afternoon Report

The Match Out: ASX cracks 9,000 level then fades, Westpac flags Middle East conflict impacts

Afternoon report 14/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 11/04/2026

Thoughts on Greatland Resources (ASX:GGP)

Ask James

Question asked 11/04/2026

US Debt from Iran war

Latest View Points

LOV

AMZN US

SUL

APE

WBC

XRO

WOW

TLS

QBE

IAG

GS US

IGV US

Chart of the week

Japan’s Nuclear Power Generation

Aus. Investment blog Subscribe to blog

Why is Westpac (ASX:WBC) falling today?

Westpac has fallen, more than 4%, the most since March 30th, after saying interest rate volatility has adversely impacted treasury and net interest margins (NIM).

ASX:WBC 08/04/2026

Gold Outlook Turning Positive as Macro Headwinds Ease

An 11th hour US-Iran ceasefire has reduced global inflation fears, allowing bonds to bounce, sending precious metals and respective stocks roaring higher.

ASX:NEM 08/04/2026

Opinion + Action