Hi guys, Could you please try to summarise what and why Japan is doing / thinking about with their rates and bonds. It seems like for the last few years I’ve been seeing the same headlines, in that they are waiting to increase rates and cut bond buying. Can you throw some light on what they’re waiting for or what they are getting forced into. How much U.S. debt do they hold and if they do adjust, how much impact will it have? Last year there was a big reaction; however, if everyone is expecting it, would it most be priced in?
Regards, Simon

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GQG Partners Inc (GQG)

June 21st, 2025 by

GQG does not appear to be on your radar for the Income Portfolio. Is it worth looking at now that it is trading under $2.00 & the last FUM update was positive? Thanks

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Light & Wonder (LNW), Southern Cross Electrical (SXE) and A1M (AIC Mines)

June 21st, 2025 by

Hi Market Matters
LNW & SXE are on your Emerging Co’s Portfolio. When are you likely to Hit Buy – at what price?
Also today AIC Mines have announced an equity raise.
Will you be participating in the SPP?
regards
Debbie

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Fixed Income Products

June 21st, 2025 by

Hello James and Team,

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Order Rejected

June 21st, 2025 by

Hi there
I’m doing a bit of tax loss selling and also slowly reducing my holdings in discount broker Bell Direct (because their app is terrible). Anyway, today I tried to sell KGL “at market” / “market to limit” and the order keeps getting rejected due to “price discovery”. Do you know what this means?
Sorry if this question is after the deadline. I am in Bali so 2 hours behind.
Thanks
John