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CONSUMER CYCLICAL News & Analysis

All sectors are undervalued: Morningstar quarterly equity market outlook – part one
Markets
All sectors are undervalued: Morningstar quarterly equity market outlook – part one
Australian equities remain attractive thanks to limited exposure to the rising inflation and rates gripping markets.
Nicola Chand | 28 June 2022
Why are Coles, Woolworths and JB Hi-Fi tanking? Morningstar explains
Video
Why are Coles, Woolworths and JB Hi-Fi tanking? Morningstar explains
Local investors were spooked after US retail giants Target and Walmart plummeted overnight as rising prices hit margins and inventory.
Johannes Faul, CFA | 19 May 2022
Why Alibaba's stock Is attractive: Morningstar view
Stocks
Why Alibaba's stock Is attractive: Morningstar view
Despite increased competition, Morningstar's analyst thinks China's e-commerce giant has new growth opportunities to tap.
Chelsey Tam | 23 January 2022
An investor's guide to 2021 US holiday sales
Stocks
An investor's guide to 2021 US holiday sales
The market has already baked many retailers’ holiday sales potential into pricing, but there are still opportunities.
Dave Sekera, CFA | 29 November 2021
Steel, water and iron ore lay a minefield for Aussie resources
Markets
Steel, water and iron ore lay a minefield for Aussie resources
A new Morningstar report examines how BHP, Rio and Fortescue handle environmental, social and governance obstacles.
Lex Hall | 18 June 2021
LICs and their net tangible ailment
Markets
LICs and their net tangible ailment
The decision by Monash Investors to convert its listed investment company to an ETF could set a trend.
Lex Hall | 11 June 2021
Is Rivian the ‘next Tesla’
Markets
Is Rivian the ‘next Tesla’
A cleaner, greener iteration of the American obsession with cars is tipped to beat Elon Musk at his own game.
Lex Hall | 04 June 2021
The serious business of tracking elite athletes
Markets
The serious business of tracking elite athletes
An Australian company is leading the world in data analysis in global sports.
Lex Hall | 28 May 2021
Global infrastructure: a 50-year runway of growth? Editor's views
Markets
Global infrastructure: a 50-year runway of growth? Editor's views
Mexico's airport network and China's growing middle class typify the opportunities at play.
Lex Hall | 21 May 2021
6 stocks that let you sleep at night
Stocks
6 stocks that let you sleep at night
These wide-moat, low-uncertainty names are reliable, writes Susan Dziubinski.
Susan Dziubinski | 10 May 2021