The recent weakness has been driven mainly by rising oil prices and renewed pressure on airline costs, not a major collapse in Qantas’ core business. Supporters point to fuel hedging, a lifted dividend, and a buyback, while critics remain cautious about demand and margin risks if oil stays high.
The selloff was driven by a mix of rising geopolitical risk, renewed tariff uncertainty, and China’s iron ore dispute with BHP. While the index dropped hard, sector moves show this was also a clear rotation, with tech and energy holding up better than materials and financials.
ASX bank shares have surged to record highs after stronger-than-expected profits and resilient credit quality. But valuations look stretched and dividend yields are thinning, so the next moves in rates and margins matter.
The RBA’s move to 3.85% changes the game for ASX investors. Here are the sectors likely to benefit (banks, insurers, cash-rich firms) and the areas under pressure (REITs, growth and discretionary).
Will the RBA raise rates again on 17 March 2026? This update looks at how a possible second rate hike could affect ASX banks and REITs, and why investors should watch the RBA’s tone just as closely as the actual decision.
A major dividend wave hit the ASX as BHP, Rio Tinto and Woodside went ex-dividend on 5 March 2026. The key for income investors is the combination of large cash distributions + franking credits, while watching the real risk drivers- iron ore, China demand, and LNG pricing.
If you have any questions or feedback about our service, please feel free to contact us.