Local BNPL goliath APT has played second fiddle to our preferred sector play Zip (Z1P) over recent sessions but it’s still rallied almost 30% from its 2021 low. MM still believes the sector has further upside although if we are correct and equities / tech does struggle over the coming months it might be hard work making any meaningful headway short-term.
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM is bullish APT targeting fresh all-time highs
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