Nicola Blackburn

1 week ago | afr.com | Nicola Blackburn

Updated Apr 14, 2025 – 8.10am, first published at 8.09am or Subscribe to save articleGo to latestPinned post – 8.05AMASX to rise, tariff reprieve in focusThe Australian sharemarket is set to rise on Monday as jurisdictions from the EU to Japan scramble to secure trade talks with US President Donald Trump spurring optimism for trade deals that would pare back the punitive tariffs stoking fears of a global recession.

1 week ago | afr.com | Alex Gluyas |Joanne Tran |Nicola Blackburn

There are rocky markets, then there’s this week. A massive slump for the S&P/ASX 200 on Monday was followed by a similarly impressive surge on Thursday. But uncertainty abounds – will US President Donald Trump press ahead with his global tariff plans after the three-month pause he announced, and how far will a trade war with China go? For some of the country’s biggest investors, uncertainty is just another way of saying opportunity. Here is how they see the market ahead:Loading...

2 weeks ago | afr.com | Nicola Blackburn |Andrew Hobbs

Updated Apr 7, 2025 – 8.17am, first published at 8.04am or Subscribe to save articleGo to latestPinned post – 7.48AMInvestors to wipe $114b from ASX as trade war swellsThe Australian sharemarket is poised for its biggest intraday fall since the pandemic after a global trade war dramatically escalated late last week, leading to concerns that a recession could take shape.

2 weeks ago | afr.com | Jemima Whyte |Simon Evans |Nicola Blackburn

Jemima Whyte, Simon Evans and Nicola BlackburnApr 7, 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? James Hardie chairwoman Anne Lloyd will meet major institutional investors on Monday to discuss a growing backlash among its Australian shareholders, who are angry they won’t get to vote on the building materials group’s $14 billion merger with US-based Azek.

2 weeks ago | afr.com | Nicola Blackburn

Apr 7, 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? On a Monday morning in late March Northcape Capital’s Paul Parsons was hit with news that one of his top 10 holdings, James Hardie, had orchestrated a $14 billion deal to buy US company Azek.