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| And just like that, another financial year is done. The top 200 ASX stocks only crept up about 3% over the year, well behind the rest of the world, and hid one of the most divided years the market has ever seen. Precious and base metal miners had a blockbuster twelve months, while some big name healthcare and tech stocks were taken to the cleaners. On one exchange, in one year, we experienced two completely different markets. |
| This FY27 year begins as American stock markets hit records while Australia treads water. Wall Street closed out its strongest quarter in six years and kept the party going into July. The Dow cracked 52,000 for the first time, powered by Alphabet’s debut as a Dow member, while the tech-heavy Nasdaq rebounded sharply as chipmakers roared back. |
| At home it was a quieter story as the ASX 200 drifted lower to start the new financial year. The mood has not been helped by the RBA’s June meeting minutes, which confirmed a hawkish tone. Inflation is still well above target, and further rate hikes remain firmly on the table after three already this year. But as always – fortunes are built by time in the market, not by timing the market.
To your investing, |
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| The last financial year highlighted a sharp rotation in market leadership, with investor trends favouring emerging opportunities over many established blue-chip favourites. Some of the market’s largest and previously high-performing growth companies recorded steep falls while standout rallies came from selected healthcare, technology, mining, defence, lithium and materials stocks. Watch the video recap of FY26 best performers and FY26 worst performers of the ASX top 200 stocks. |
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| 4DMedical (ASX:4DX): Surges +1700%, claims FY26 ASX200 best performer |
| 4DX delivered the standout performance over the last year as it secured FDA clearance and Medicare reimbursement for its flagship CT:VQ™ lung imaging technology, expanded commercial partnerships with leading U.S. hospitals and Philips, advanced into Europe with CE Mark approval, and strengthened its balance sheet through major capital raises to accelerate global rollout. Watch Founder & CEO Dr Andreas Fouras speak to TSNabout rapid commercial execution and growing adoption of its AI-powered respiratory imaging platform. |
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| AI Private Opportunities Trust (ASX:AIX): Lists on ASX after raising $267 million |
| AIX listed on the ASX yesterday after having raised $267 million and will be focused on providing investors with exposure to leading private AI companies through a market-first ASX-listed investment vehicle. Watch Executive Director Adam Myers speak with TSN about the growing AI investment opportunity, why investors may be structurally under-exposed to private AI, and how AIX aims to provide access to this rapidly evolving sector. Here’s my video from the ASX listing ceremony |
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| Nickel Industries (ASX:NIC): Strategic investments to grow battery materials exposure |
| NIC has just announced two significant transactions, both strengthening its position in Indonesia’s nickel industry and increasing its exposure to the EV battery supply chain. Stakes have been acquired in the CNE and TMI HPAL projects, securing additional Class 1 nickel production. As Nickel Industries positions to become an even larger player in the battery materials market, watch Managing Director Justin Werner tell TSN the rationale behind the transactions and key catalysts to watch next. |
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| Neuren Pharmaceuticals (ASX:NEU) – Jumps on EU approval |
| NEU soared more than 35% after European regulators recommended its Rett syndrome treatment for approval, with final sign-off expected soon. If the drug is approved and launched, Neuren pockets US$35 million on the first European sale, up to US$170 million in milestones, plus ongoing royalties. The same regulators denied this exact drug just months ago, and only about a quarter of those rejections get overturned. Neuren’s just became one of the rare few that did. |
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| What is RAMageddon? |
| There’s a global memory chip shortage right now and it’s been dubbed, “RAMageddon”. Every device needs memory chips called RAM to work and RAM was more affordable until AI arrived and demand exploded. Now every AI company is racing to build data centres and those data centres are ravenous for memory. |
| What is share ramping? |
| The ASX just put every listed company on notice because of a trick called “share ramping” – when companies release a stream of ASX market announcements that sound exciting to lift their share price, but are light on substance. In its first-ever supervision report, the ASX said it will target companies that repeatedly use announcements to inflate their price. |
| What does hawkish or dovish mean? |
| The Reserve Bank of Australia (RBA) kept Australia’s key cash rate on hold at 4.35% last month and it’s being described as a “hawkish hold”. In central-bank speak, there are hawks and doves. Doves want lower rates, they care about growth while hawks worry about inflation, and they’re ready to raise rates to crush it. |
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