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7 July 2026
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During the Australian government debt default, how did the performance of equities versus bonds compare? It was a time when investing in bonds was more common than equities.
As it became obvious that Australia would need to default on its government debt in the 1930s, the question of whether to prioritise foreign or local debt was put to the people, with surprising results.
A change in India’s leadership has given hope to those tired of corruption, bureaucracy and slow economic growth. Despite many challenges, it is possible that India will become the top performing market in Asia.
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Beneath the dominance of the ASX's largest stocks, much of the market has been left behind. High-quality companies are now trading at levels rarely seen, offering opportunities for investors willing to look deeper.
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The 30% minimum tax on capital gains sits at the heart of the budget's proposed reforms. Yet the mechanics reveal anomalies that introduce unexpected distortions that raise questions about its design.