Since the Trump-tariff induced falls in March, we’ve seen a remarkable rebound in equity markets in April that’s caught many investors by surprise, especially given the weakening global economy and corporate earnings.
To help make sense of this, TSN speaks with Jun Bei Liu, Co Founder and Portfolio Manager of Ten Cap Alpha Plus, a leading long-short equity fund. Jun Bei will help us understand why stocks have bounced back despite challenging fundamentals, what role policy rate cuts play, and how investors can navigate this uncertain environment.
Stocks mentioned include Pro Medicus Limited (PME), REA Group Limited (REA), SEEK Limited (SEK) JB Hi-Fi Limited (JBH) and Adairs Limited (ADH).
📈 Why stocks are rallying despite weak economic data
🛍️ The opportunity to buy quality stocks on weakness
💡 How investment strategies are shifting and which stocks are driving returns

EBR Systems (ASX:EBR) Chief Corporate Development Officer, Andrew Shute will present at The Stock Network`s ASX Gems investor event tomorrow, Friday, 11 July 💡 Register on eventbrite to watch and learn

Praemium (ASX:PPS) has announced that Bell Financial Group has chosen Praemium’s administration solution, Scope+ to support its business. The leading stockbroking and investment
management firm will utilise Praemium to administer over 2,200 client portfolios. The partnership results in:
🔹An increase of $6bn in funds under administration (FUA)
🔹Acceleration of the Scope+ total FUA by 19%
🔹A 23% increase in Scope+ portfolios
🔹A 10% increase in the group total FUA, to approximately $68bn post onboarding
“This is a milestone moment for our Scope+ offering, and one that reaffirms the calibre of our solution, and the trust leading firms are placing in our capability, we continue to see exceptionally strong growth in this area as firms seek to streamline operations while delivering an exceptional experience to their clients.” Anthony Wamsteker, CEO at Praemium
“Our focus is on delivering high-value, client-centric wealth advice. By partnering with a specialist provider like Praemium for administration, we’re able to free up our team to do what they do best - spend more time with clients, and develop tailored strategies, to help them achieve their financial goals.” Arnie Selvarajah, Co-CEO of Bell Potter

Tennant Minerals (ASX:TMS) Chief Executive Officer, Vincent Algar will present at The Stock Network`s ASX Gems investor event tomorrow, 11 July 💡 Register on eventbrite to watch and learn

1414 Degrees (ASX:14D) Executive Chairman, Kevin Moriarty will present at The Stock Network`s ASX Gems investor event tomorrow, 11 July 💡 Register on eventbrite to watch and learn

Green Critical Minerals Limited (ASX:GCM) has delivered successful results from computational modelling performed by the Centre for Advanced Material Technology (CAMT) at the University of Sydney



🌏 Testing led by Professor Qing Li, a world leading expert in computational mechanics

🧊 Commissioned to perform finite element (FE) modelling on the very high density (VHD) technology heat sink to compare heat dissipation between materials

🔥 Results showed VHD heat sink can accommodate microchip power demands of 300-400W in comparison to 200-250W from other materials



“These modelling results led by Professor Li, demonstrate the unique and outstanding capabilities of our innovative VHD graphite technology. These findings demonstrate the significant advantages our product can offer rapidly growing sectors such as data centres, where microchip power demands are now frequently starting at 300W and above.” – Clinton Booth, Managing Director of Green Critical Minerals

Activeport Group (ASX:ATV) has secured a strategically significant contract with leading Indian ICT provider Ishan Technologies

🛜 Activeport to deliver its software-defined networking and network orchestration technology to Ishan’s network infrastructure
👥 Ishan Technologies connects more than 10,000 businesses, 75,000 retail customers and 40+ data centres across India
🌏 The project marks Activeport’s first large-scale deployment of its new network operations centre module

“We are proud to partner with Ishan Technologies to streamline network operations and enhance their customer service. Our software will empower Ishan to optimise their business network automation and self-service features. This project will demonstrate Activeport’s capability as a global leader in network orchestration and strengthen Ishan’s leadership in India’s ICT sector.” – Peter Christie, Chairman & CEO of Activeport

Nickel Industries (ASX:NIC) Managing Director, Justin Werner will present at The Stock Network`s ASX Gems investor event tomorrow, 11 July 💡 Register on evenbrite to watch and learn