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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	151.39	0	0
SSO ASX Small Caps	15.10	0	0
IVV S&P 500	71.30	0	0
NDQ Nasdaq	59.62	0	0
F100 FTSE 100	15.39	0	0
ASIA Asia Tech	20.30	0	0
IEU Europe	99.13	0	0
IEM Emerging Markets	94.39	0	0
Gold Gold	58.21	0	0
ACDC Battery Tech	127.06	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,602.61	84.9179	1.88
Silver	68.97	0.9065	1.33
Platinum	1,877.78	49.7769	2.72
Palladium	1,349.57	15.6829	1.18
Ice Brent Crude	93.60	-0.18	-0.19
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7164	-0.0005	-0.07
Euro	1.1677	-0.0002	-0.02
British Pound	1.3613	-0.0027	-0.2
Canadian Dollar	1.3822	0.0058	0.42
New Zealand Dollar	0.5974	0	0
Chinese Yuan	6.7210	-0.0015	-0.02
Japanese Yen	159.0200	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	0.80	0%	153.97%	0.32 0.85
BGL	Bellevue Gold Limited	1.66	0%	0.00%	0.86 2.00
BHP	Bhp Group Ltd	65.16	0%	54.92%	39.30 65.98
FMG	Fortescue Ltd	17.75	0%	-9.94%	17.44 23.38
NHC	New Hope Corporation Ltd	5.76	0%	28.86%	3.77 6.17
WHC	Whitehaven Coal Limited	7.75	0%	16.89%	5.94 9.90
NEM	Newmont Cdi	179.85	0%	0.00%	108.80 190.91
NXG	Nexgen Ene Cdi	14.47	0%	0.00%	10.75 20.47
SFR	Sandfire Resources Limited	21.65	0%	77.90%	12.02 21.91

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.33
4DX	4dmedical	3.83
ABG	Abacus Group Unt	0.89
AIS	Aeris Resources	0.46
AGL	Agl Energy	8.88
A1M	Aic Mines	0.80
AIZ	Air New Zealand	0.35
AAI	Alcoa Corpor Cdi	71.69
ALK	Alkane Resources	1.80
A4N	Alpha Hpa	0.53

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.57
ZIM	Zimplats Holding	15.50
YAL	Yancoal Australi	5.75
XRO	Xero	85.00
WOR	Worley	10.90
WOW	Woolworths Group	38.86
WDS	Woodside Energy	33.78
WTC	Wisetech Global	42.33
WC8	Wildcat Resource	0.43
WIA	Wia Gold	0.49

OPINION

Latest Market Matters Opinions

22/08/2026 09:40

First Up

The ASX 200 slipped 0.6% last week despite stellar gains by the healthcare (+9.2%) and materials (+5.6%) sectors, as the “Big Four Banks” continued to weigh heavily on the local index. We’re three weeks into August and reporting season is going “ok”, but the polarisation between the miners and banks remains entrenched: the miners are rallying with strength in copper and gold while the banks are struggling, being hit with the trifecta of a crunch in housing activity, net interest margin compression, and rising risks of bad debts – as Led Zeppelin famously sang in the 70’s “The Song Remains the Same.”

21/08/2026 17:03

What Mattered Today

The ASX 200 finished lower today taking the weekly decline to around 0.6% as the market gave back part of Thursday’s rebound. The index traded in a relatively narrow range through the day, but underneath the surface the tone remained patchy, with Real Estate, Technology and Consumer Discretionary doing most of the damage while Financials finally managed to stabilise after a very weak run.

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Market Matters Content

ETF Friday: Will ETFs exacerbate the weakness in the “Big Four Banks”

Morning report 21/08/2026

Afternoon Report

The Match Out: ASX lower as healthcare and REITs drag; GYG shines and gold miners hold firm

Afternoon report 21/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 22/08/2026

Hansen Technologies Ltd (ASX: HSN)

Hi Thanks for all your efforts. What happened at Hansen Technologies this week and has it changed your view of the company? Cheers Derek

Ask James

Question asked 22/08/2026

Precious Metals

Good Morning, They say we should ignore the noise, but the noise about precious metals (gold, silver, platinum etc) is very loud. Warnings about pending price crashes and, conversely, outrageous price targets that are hard to believe. So, I will ignore the noise and listen to you. I already know that you're bullish, but exactly where and why are these metals stocks going in your opinion? Thank you, as always.

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