Last week's 2024-2025 Federal Budget marked the Labor government's second surplus since taking power in 2022. The $9.3 billion surplus underscores Australia's economic resilience, with the country held up by the mining sector and selling houses to each other....
ASX: FMG
Talking Top Twenty: BHP (BHP.ASX) & Fortescue (FMG.ASX)
This week we continue our run through the Top Twenty by looking at the miners, beginning with BHP Group (BHP.ASX) and Fortescue Metals Group (FMG.ASX). Talking Top Twenty: Commonwealth Bank (CBA.ASX) & Westpac (WBC.ASX) Talking Top Twenty: National Australia...
Talking Top Twenty | Part 3: BHP & Fortescue
Continuing to work our way through the ASX20, this week we visit and review BHP Group (BHP.ASX) and Fortescue Metals Group (FMG.ASX). Context: At TAMIM we remain of the view that, given the global impetus for an expansion of fiscal stimulus combined with substantial...