Archives: Questions And Answers
If the US$ heads lower, investors will look to other markets for returns. The price of emerging markets ETFs have increased recently. What is your view of these ETFs, eg EMKT? I note your core portfolio does not have any.
Hello again Gents,
I do love these Q&As – always very informative.
So, let’s assume that a US recession is inevitable and let’s assume that you’re too old and tired to sit it out and wait for the recovery.
What sectors do you exit from and what, if any, are worth holding?
Let’s also assume that you’re heavily invested in commodities like gold, silver, platinum and uranium and you’re staring down the barrel of the recession, but also a failing $US – a contra-indication?
Please hypotheticalise (my new word) away.
Thanks as always.
With developments in recent months in RARE EARTHS with US Govt taking an equity stake in MP Materials and also underwriting the produced NdPR price (and also the Aus Govt taking a stake in LTR), do you think Lynas Rare Earths (LYC) is going to be setup for continued share price strength, or is the market going to lose interest now that they have doubled in 3 months and also done a capital raising at a new all-time high? Your outlook for the LYC opportunity please. Done and dusted, or just getting going? – Paul.
Do the figures you quote for average loss and percentage of times the ASX or other indices fall in September take account of the significant dividends that are paid out during the month?
Hi James I’m interested in investing in EBND for income. How often does it pay distributions and what is its current yield? Do you think its a good investment? Many thanks Chris
Hi Market Matters Team,
Hi guys, The summit which happened this week in China has no doubt been an eye opener for many western countries at the sheer size that it has grown. The (questionable) members of the co-op and the potential for disruption from what most of us would call the norm. (Mind you, Trump is also doing his best with that). I’d appreciate your thoughts on how this group could grow and the influence which it could have across the globe and even through currencies. A couple of notes I’ve read state – “representing nearly half the world’s population, with 23 per cent of global GDP. That rises to 36 per cent when GDP is based on purchasing-power parity. ”
“The SCO, comprising nearly 80 per cent of the Eurasian landmass, is the world’s largest contiguous organisation”. “representing nearly half the world’s population”
is IEL turning around to improve earning in 2026 ? which is a better buy NXT or MP1 ? Thanks.
