Shaw and Partners Research Monitor - March Quarter 2024 News29 Jan 2024

Shaw and Partners has released the March Quarter 2024 edition of the Research Monitor.

INSIDE THIS ISSUE

  • Q4 2023 Performance. The best performing Australian equity sector was Consumer Durables & Apparel, up 23.8% including dividends.
  • The Australian dollar to roar in 2024!  US inflation is falling faster than Australian inflation
  • The Nuclear Renaissance: Global uranium demand of approx. 180Mlbpa is currently only being met by around 140Mlb of supply.
  • A New Front in the Trade War with China: Graphite. China’s dominance of critical minerals began 30 years ago.
  • Staying positive on the agriculture sector. Australian farmers will generate around $77.9 billion in farm production in 2023/24.
  • A smart way to play the surcharging shift. Payments set to rally in 2024 with consumer sentiment at an inflexion point.
  • GOOD AS GOLD –Rate movements will be the most significant catalyst for gold prices in 2024 and 2025.
  • OLIVE OIL: Cobram Estate is now ranked the number nine olive oil brand in USA supermarkets by sales value.
  • Shaw and Partners Model Portfolio

 

Stock recommendations: S&P/ ASX 100 Large Caps: Altium® (ALU), CSL (CSL), Evolution Mining (EVN), Goodman(GMG), James Hardie Industries (JHX), Metcash Group (MTS), Qantas (QAN), South32 (S32), Treasury Wine Estates (TWE), Xero (XRO).  S&P/ASX Emerging Companies: AIC Mines Limited (A1M), Austin Engineering Ltd (ANG), Chrysos Corporation (C79), FireFly Metals (FFM), Gentrack Ltd (Global) (GTK), Metro Mining Ltd (ASX:MMI) (MMI), MMA Offshore Limited (MRM), Peninsula (PEN), ReadyTech (RDY), SILEX (SLX).



To receive a copy of the March Quarter 2024 edition, speak to your Shaw and Partners Adviser or contact us.

 

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