ASX market outlook highlights that rising energy costs are compressing consumer spending. Datt Capital explains what this means for discretionary vs non-discretionary retail.
Surface calm is masking real dispersion in April markets. Datt Capital explains what disciplined portfolio positioning looks like right now.
The RBA cash rate hits 4.35% for the third consecutive hike. Same level as 2011, opposite direction. Datt Capital examines duration risk and portfolio construction.
China's industrial profit recovery does not benefit all commodities equally. Datt Capital identifies where the opportunity concentrates and where caution remains.
When real interest rates turn negative and monetary stimulus persists, gold's structural case strengthens. Datt Capital examines the investment implications.
A sustained RBA rate cycle does not affect all sectors equally. Datt Capital examines energy, resources, technology, and consumer sectors in the current environment.
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