This is the Fear and Greed Afternoon Report - the top five things you need to know today, in just five minutes.


Energy leads ASX higher


Kathmandu sales tumble


Incitec-Pivot receives offer


Optus links with SpaceX


Big spending on AI

This is the Fear and Greed Afternoon Report - the top five things you need to know today, in just five minutes.
<ol>
<li>
Energy leads ASX higher
</li>
<li>
Kathmandu sales tumble
</li>
<li>
Incitec-Pivot receives offer
</li>
<li>
Optus links with SpaceX
</li>
<li>
Big spending on AI
</li>
</ol>

Five business news stories in five minutes, with journalists Sean Aylmer and Michael Thompson. When you remove the grey, you get your news quicker. Find out more at https://fearandgreed.com.au

Five business news stories in five minutes, with journalists <a href="https://www.linkedin.com/in/sean-aylmer-9922068/">Sean Aylmer</a> and <a href="https://www.linkedin.com/in/mcwthompson/">Michael Thompson</a>. When you remove the grey, you get your news quicker. Find out more at <a href="https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain=fearandgreed.com.au/">https://fearandgreed.com.au</a>

The business news you need, in just five minutes.

Fast Five by Fear and Greed

Quick Listens

Five business news stories in five minutes, with journalists <a href="https://www.linkedin.com/in/sean-aylmer-9922068/">Sean Aylmer</a> and <a href="https://www.linkedin.com/in/mcwthompson/">Michael Thompson</a>. When you remove the grey, you get your news quicker. Find out more at <a href="https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain=fearandgreed.com.au/">https://fearandgreed.com.au</a>

Fear and Greed Afternoon Report | 12 Jul 2023

James Hardie has had a horror year. The 136-year-old building supplies company made some big decisions that made investors very, very unhappy - including Gaurav Sodhi, Deputy Head of Research at Intelligent Investor. Gaurav takes Sean Aylmer through James Hardie's tough 2025, and explains why he titled one email about the company with "WTF."

This is Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12. All information is general in nature. If you want to invest, we recommend you visit a financial advisor who can tailor investments to your needs

James Hardie has had a horror year. The 136-year-old building supplies company made some big decisions that made investors very, very unhappy - including Gaurav Sodhi, Deputy Head of Research at Intelligent Investor. Gaurav takes Sean Aylmer through James Hardie's tough 2025, and explains why he titled one email about the company with "WTF."
This is Fear &amp; Greed's summer series - all-new short episodes every day, with regular news back from January 12. All information is general in nature. If you want to invest, we recommend you visit a financial advisor who can tailor investments to your needs

"WTF, James Hardie?"

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/85a51ae8-e48c-4d30-bb8c-b3bc00629874/transcript

Household spending is the engine room of the economy, and one of the clearest indicators of cost-of-living pressure. Sean Aylmer talks to Westpac Chief Economist Luci Ellis about how consumers ended 2025 and what lies ahead. 

This episode is brought to you by Westpac. Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12.

Household spending is the engine room of the economy, and one of the clearest indicators of cost-of-living pressure. Sean Aylmer talks to Westpac Chief Economist Luci Ellis about how consumers ended 2025 and what lies ahead.&nbsp;
This episode is brought to you by Westpac. Fear &amp; Greed's summer series - all-new short episodes every day, with regular news back from January 12.

Household spending and the cost of living crunch

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/537b9392-c617-4aea-9042-b3bc00624ae8/transcript

Australian equities have come back toward fair value... but that doesn’t mean every sector is attractive. Sean Aylmer speaks with Morningstar equity market strategist Lachlan Halloway about why Morningstar now sees the ASX as fairly valued, where the opportunities are starting to emerge, and which parts of the market still look expensive.

This is Fear & Greed's summer series - all-new short episodes every day, with regular business news back from January 12. All information is general in nature. If you want to invest, we recommend you visit a financial advisor who can tailor investments to your needs.

Australian equities have come back toward fair value... but that doesn&rsquo;t mean every sector is attractive. Sean Aylmer speaks with Morningstar equity market strategist Lachlan Halloway about why Morningstar now sees the ASX as fairly valued, where the opportunities are starting to emerge, and which parts of the market still look expensive.
This is Fear &amp; Greed's summer series - all-new short episodes every day, with regular business news back from January 12. All information is general in nature. If you want to invest, we recommend you visit a financial advisor who can tailor investments to your needs.

ASX outlook for 2026: Where are the opportunities?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/7a8fb84e-4949-4904-b9f7-b3bc0061e2db/transcript

Fear and Greed Afternoon Report | 12 Jul 2023

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