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When Dr. Copper gets sick
The S&P/ASX 200 shed 0.72% to 8,635 points as it opened the last full trading week of 2025. AI bubble fears sent Wall Street lower, with these losses reverberating locally this Monday, in addition to weaknesses in the miners. With copper giving back recent gains, and iron ore prices also lower, diversified miner BHP dropped by 2.9%. Fortescue also shed 1%, on the day it flagged plans to fully acquire a Peruvian copper miner. Meanwhile the ASX stock itself was in t
Marius Mariton
5 days ago1 min read


Cost concerns for Rio Tinto
Morgan Stanley has published a note on Rio Tinto, following the miner's Capital market Day. The investment bank rates the stock 'equal-weight', with a $129.50 target price. The stock has just reached a record high of around $140 on stronger copper prices, but the bank warns of higher capex in FY27, before being reduced due to lower decarbonisation spending. Morgan Stanley says the Capital Market Day was slightly below expectations which may lead to some rotation into BHP . A
Marius Mariton
Dec 52 min read


Big bank blues
Higher commodity prices overnight were not enough to compensate for the weakness seen in CBA
Marius Mariton
Nov 111 min read


Over 4,000
The S&P/ASX 200 ended the session flat, dragged down by tech stocks tracking a weaker session in New York. The local market was 0.1%...
Marius Mariton
Oct 81 min read


Sliding sentiment
The S&P/ASX 200 continued to slide from record highs, down 0.27% to 8,956.80 points this Tuesday. Consumer discretionary was the...
Marius Mariton
Oct 71 min read


Budget vs Bullion
The S&P/ASX 200 rose more than 1% to close at 8,945.9 points during Thursday's trade, supported by gains in the miners and the banks. ...
Marius Mariton
Oct 21 min read


Holding on
The RBA's decision to keep rates on hold sent the S&P/ASX 200 0.2% lower to 8,848.80 points this Tuesday, despite a positive start. The...
Marius Mariton
Sep 301 min read


ASX wrap up (23.09.25)
The S&P/ASX 200 extended Monday’s gains and finished Tuesday’s session 0.4% higher to 8,845.9 points, supported by the miners and the...
Marius Mariton
Sep 231 min read


Glitter and Gold: How the Miners Pushed the ASX Higher (22.09.25)
The S&P/ASX 200 was lifted by the miners this Monday, ending 0.43% higher at 8,810.9 points. Gold miners rallied, with Genesis Minerals ...
Marius Mariton
Sep 221 min read


Pacifique : La Chine nie toute malversation dans un incident avec l’Australie
La marine chinoise est entrée en contact avec des plongeurs australiens alors qu’ils tentaient de retirer des filets de pêche sous le...
Marius Mariton
Nov 21, 20232 min read


Deadly plane crash in Western Australia
A commercial aircraft caught fire yesterday in Kununurra, north-east of WA. The passenger has died, and the pilot is seriously injured. ...
Marius Mariton
Apr 17, 20221 min read
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