LA Private

July 2023

UBS supplier survey: Woolworths leads, Coles closing the gap in Australian supermarkets

According to the 34th UBS Supermarket Supplier Survey, Woolworths (ASX:WOW) maintains its lead over Coles (ASX:COL) in the Australian supermarket industry. The survey, conducted from 6-Jun-23 to 9-Jul-23, featured FMCG players providing insights on current trading and the outlook for the next 12 months. Suppliers rated COL and WOW across 26 subcategories on a scale […]

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Impending copper shortage spurs global demand, Australia poised for benefits

In recent times, discussions about an imminent copper shortage have been circulating, fuelled by the growing demand for the red metal in the pursuit of global net-zero emissions. Copper, known for its exceptional conductivity, holds a vital position in various industries, contributing to the enduring strength of its demand. Australia, with the world’s second-highest known

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Disinflation takes the spotlight: Implications for stocks and the economy

In a notable development, the rate of inflation is declining rapidly after more than two years of continuous price increases. The CPI recorded a mere 3% rise in June compared to the previous year, marking its smallest increase since March 2021. Over the past 12 months, it has dropped by a significant 6.1 percentage points,

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UK and EU roll back financial regulations in bid to revitalise capital markets

The UK and EU have initiated a rollback of one of their most prominent financial regulations in an effort to reinvigorate the region’s capital markets. However, investors and brokers are cautioning that the move may have come too late and could have limited impact. EU officials have been seeking to reverse certain elements of the

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Republicans spark political showdown with “anti-woke” provisions

In an unexpected turn of events, the Pentagon’s annual funding bill has become the centre of a heated political battle as Republicans have inserted controversial “anti-woke” social provisions into the legislation. The bill, known as the National Defence Authorisation Act, has traditionally enjoyed bipartisan support, but the recent manoeuvre by Republicans threatens to derail its

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West confronts critical mineral challenge amidst China’s export restrictions

China’s announcement of export restrictions on gallium and germanium has thrust these chemicals into the spotlight, highlighting the urgent need for the West to secure critical metals and minerals essential for the green transition and emerging technologies. As the demand for resources like lithium, copper, cobalt, and nickel is projected to double by 2030, investment

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