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ASX 200 morning report – BHP, MQG & ASX tech shares in focus

The S&P/ASX 200 (ASX: XJO) managed to deliver another positive week, adding 0.3% on Friday and 0.8% for the week.

The news of the week was the Chinese Government ceasing high-level discussions with Australian officials, but at the same time their demand sending the iron ore price to above US$200 per tonne for the first time ever.

Naturally, BHP Group Ltd (ASX: BHP) was a beneficiary, with the sector adding 3.9% over the five days.

Tech continues disappearing act

The IT sell-off has continued placing massive pressure on Australia’s smaller ‘tech darlings’. Overall, the IT sector fell 10.5% for the week and officially entered a correction.

The pain was widespread with Appen Ltd (ASX: APX) down 21.5%, Nearmap Ltd (ASX: NEA) -19.3%, Afterpay Ltd (ASX: APT) -18.9%, Altium Limited (ASX: ALU) -15.0% and Nuix Ltd (ASX: NXL) -13.3% in just a few days.

The trigger was more competition and weaker than expected growth updates.

Macquarie delivers record profit

In other news, Macquarie Group Ltd (ASX: MQG) delivered a record full-year profit on Friday, hitting $3.02 billion, a 10% increase, boosted by a 3.6% rise in revenue.

The key contributor was an $800 million windfall from its commodities and trading division, with its hedging book seeing huge demand amid the volatility.

Management announced a commitment to be net-zero carbon by 2040 and tripled its dividend to $3.35 per share.

ASX 200 today

Looking ahead, the ASX 200 is expected to open relatively flat on Monday according to the latest ASX futures.

US markets provide a positive lead, with all three major indices pushing higher to close out the week. For all the latest, check out Rask Media’s US stock market report.

The Golden Rules of Investing

We might be experts in retirement, but with combined financial advice experience of 35+ years, we’ve nearly seen it all. 

In mid-2023, our senior team at Wattle Partners Financial Planning put the finishing touches on a brand-new report “The Golden Rules of Investing“.

In this free report, we outline the key principles that determine all of the portfolio construction and investment decisions of Wattle Partners. Collated over decades, this paper should be seen as a work-in-progress, constantly under review in light of the ever-evolving nature of markets. 

You’ll find the free report on my Author page. Simply click the button below to view the Golden Rules.

Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.


Disclosure: At the time of publishing, Drew owns shares in Nuix.

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Wattle Partners is a financial advice firm, servicing clients around Australia, specialising in retirement planning (pre and post retirement). 

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