PKS Holdings (ASX: PKS)
Analysts
Gary Palar, Andrew He, Annabel Yenson, Henry Yu & Jack Jin
Edited by Victor Yan & Vincent Susilo
Similar Posts
Growth vs. Value: Does the Rotation Have Legs?
The outperformance of growth has been as stark as investors have ever seen. As the great debate of Growth versus Value rages on, the question facing investors is why the relative performance of growth has been so superior of late, and whether they can extrapolate this trend over the next decade despite the improving backdrop for value. Peter Cotsopoulos explores.
DCA vs Lump Sum Investing
Both dollar-cost averaging, and lump-sum investing are common strategies employed by investors. In this article we will discuss the advantages and disadvantages of both investment approaches, as well as consider empirical evidence for and against, so as to enable you to determine which approach best aligns with your risk tolerance, future market expectations, financial situation, and goals.
Research Analysts Karl Hemmings & Alyssa Ng explore.
The Story Behind the Blooming of the Aussie Dollar
While we may think a $5 note in our pocket is just that: a $5 note, currencies are subject to market forces that prop up and erode its value daily. Henry Yu and Annabel Yenson explore the reasons behind the strong firming of the Australian Dollar over the recent year, and provide an outlook into how our currency may be positioned for the future.
American Fiscal and Monetary Policy Are No Longer at Odds
While the recovery of commodity prices was largely foreseen as major industrial centres recover from COVID, the rise in American bond yields has alarmed markets. Having surged above 1.7%, up from below 1% at the beginning of the year, the 10-year treasury yield tells but a small part of the story.
In this article, Sam Triantafillopoulos discusses the levers of fiscal and monetary policy with reference to the expansionary policy currently being implemented in the United States.
Dusk Group (ASX: DSK)
Equity research report for PKS Holdings (ASX: DSK) as of 26/04/2021.
Prepared by Victor Yan & Henry Yu.
For educational purposes only.
A Bullish Thesis on Commodity Supercycles
High growth equities have been the name of the game last year. But how should investors position their portfolios for the future with respects to reflation fears, high stimulus spending and a reopening of economies?
In this piece, Victor Yan takes a deep dive into a bull case towards being overweight on hard commodities – where the current environment could potentially be the precipice of a commodity supercycle.