PolyNovo Ltd (PNV)

17/11/2021

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Morning report 29/08/2025

ETF Friday: Can ETFs offer good exposure to Rare Earths?

The ASX 200 advanced +0.2% on the penultimate trading day of August, taking its monthly gain to +2.7%. As we often say, there are “lies, more lies, and statistics,” and in this case, the average decline for August and September combined over the last decade before 2025 was around -3%. Interestingly, when August managed to close positively, it was followed by a poor September. Time will tell this year, but the market is feeling tired.

Afternoon report 28/08/2025

The Match Out: ASX edges up as the ‘Big Four’ come to the rescue again

The ASX 200 ended the day up though it would have been a different story if it weren’t for strength in the banks with ‘The Big Four’ providing ~35pts of index gain with limited help from other sectors.