The ASX is facing the ASIC regulatory headwind encountered by many companies / sectors over recent years, in this case a move which could see more brokers move to ChiX as ASIC clearly wants the market to enjoy execution alternatives. While the news is far from new it cannot be good for the ASX which is not cheap after bouncing 50% from its 2021 low, we simply see better investment alternatives moving into 2022 as the ASX slowly faces the prospect of losing its monopoly position which its enjoyed for multiple decades.
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Performance update for March, stocks that drove returns & our current positioning
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Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
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Market Matters Research Lead Shawn Hickman with David Koch
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Wednesday 24th April – DOW +263pts, SPI +27pts
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MM is neutral the ASX
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
Daily Podcast Direct from the Desk
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
Podcast
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Wednesday 24th April – DOW +263pts, SPI +27pts
Daily Podcast Direct from the Desk
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