Joanne Tran, Australian Financial Review Journalist Profile

Articles

Morningstar top picks from James Hardie and IDP Education to IGO

5 days ago | afr.com | Joanne Tran

Jun 3, 2025 – 4.52pm or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? James Hardie, Endeavour, IGO and IDP Education – are stocks that may be out of favour with the market, but ones that research house Morningstar is adamant make a good investment bet.
China steel demand slump an ‘ominous’ sign for ASX miners

6 days ago | afr.com | Joanne Tran

Jun 2, 2025 – 5.05pm or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? A collapse in Chinese steel demand to its lowest levels in eight years is an “ominous” sign for the ASX’s mining giants that the worst may not be over for the already beaten-down materials sector.
Prime Value’s Richard Ivers tips Australian Finance Group, Breville and Pinnacle

1 week ago | afr.com | Joanne Tran

May 29, 2025 – 1.35pm or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? Richard Ivers is the portfolio manager of Prime Value Asset Management’s Emerging Opportunities Fund and the Microcap Fund, The Melbourne-based firm oversees around $1.2 billion in assets. What’s your take on investing in small caps amid the latest news on tariffs? Any changes to your investments? Loading...
Tax loss selling kicks off as dogs of the ASX come under pressure

1 week ago | afr.com | Joanne Tran

May 28, 2025 – 12.36pm or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? As the end of the financial year approaches, there’s a familiar culprit behind the selling in some of the sharemarket’s biggest laggards: investors trying to lower their tax bill.
Trump’s Apple threat could push iPhone prices to more than $5000

1 week ago | afr.com | Joanne Tran

May 26, 2025 – 8.00pm or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? Top fund managers expect it will be customers and not shareholders who wear the cost if the Trump administration follows through with threats to slap a 25 per cent tariff on Apple and Samsung in an attempt to bring the manufacture of the world’s most popular phones to the United States.
Investors warn of growing risks as sharemarket rebound defies fundamentals

2 weeks ago | afr.com | Joanne Tran

May 23, 2025 – 4.22pm or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? As the Australian sharemarket inches closer to a fresh record, analysts are scratching their heads about how the benchmark got here. Just two years ago, the S&P/ASX 200 was trading on a 12-month forward price-to-earnings ratio of 14.6 times, smack bang in line with its long-term average. Loading...
Metrics’ Andrew Lockhart says regulators shouldn’t disadvantage private lenders

2 weeks ago | afr.com | Joanne Tran |Johnny Shapiro

May 22, 2025 – 5.15pm or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? Australia’s largest private credit manager has warned that regulators could disadvantage the industry if it forces them to adhere to higher disclosure standards than banks.
This $2.5 trillion investor says US stocks are still your best bet

2 weeks ago | afr.com | Joanne Tran

May 22, 2025 – 2.24pm or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? Peter Bates is the portfolio manager of T.Rowe Price’s global equity fund. The firm oversees around $US1.6 trillion ($2.5 trillion) in assets. Which stock in your fund do you think is most undervalued by the market? Loading... Joanne Tran is a markets reporter for The Australian Financial Review in the Sydney newsroom.
Three ‘unpopular’ ASX stocks Pendal, First Sentier and Allan Gray are backing

2 weeks ago | afr.com | Joanne Tran

May 22, 2025 – 5.00am or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? Veteran Australian equity investors are backing companies in the healthcare and energy sectors – names that may be out of favour with the market, but ones that the fund managers are adamant are still a good bet.
Yarra Capital, GQG Partners, Perpetual fund managers share their tops stock picks from Fortescue to Breville

2 weeks ago | afr.com | Joanne Tran

May 21, 2025 – 5.00am or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? Fund managers from Yarra Capital to GQG Partners say they have been busy buying up companies with resilient business models and those that were heavily sold off during an escalation in Donald Trump’s trade war.