With the RBA cutting rates in 2025, are ASX mortgage stocks like CBA and ANZ still a good buy, or are they overvalued now?

Considering the potential for rate cuts and their impact on bank margins, investors might also explore property developers like Mirvac (ASX: MGR) and Stockland (ASX: SGP). These companies are positioned to benefit from increased housing demand driven by lower interest rates. Diversifying into such stocks could provide a hedge against the risks associated with bank stocks in a changing interest rate environment.

Marin Katusa on Lithium: Can the Sector Handle an 80% Price Crash Amid a 700% Demand Surge?

Marin Katusa’s observation underscores a major contradiction in the lithium sector — a steep price collapse occurring alongside projections of massive demand growth. The current price correction can be attributed to oversupply, slower near-term adoption of electric vehicles, and excess inventory built up in prior quarters. Despite this, long-term demand forecasts remain strong, driven by global electrification efforts, battery storage needs, and energy transition policies.

The sharp price decline raises concerns about the financial sustainability of many lithium producers, especially those with higher operating costs. If prices remain suppressed, new project developments may be delayed or canceled, potentially creating future supply shortages just as demand accelerates.

This imbalance poses challenges not only for producers but also for supply chain planning and investment strategies. The sector may need a recalibration in how production is scaled to meet future needs without triggering cyclical crashes.

As the lithium market continues to evolve, staying informed about production trends, demand growth, and cost efficiency across the sector will be crucial to understanding where stability may emerge. The so-called "math problem" is real — and resolving it will likely reshape the future of the entire battery materials supply chain.

Should I Buy Virgin Australia Shares in the Upcoming ASX IPO?

Virgin Australia's IPO is generating significant buzz. The company plans to raise $685 million, pricing shares at $2.90 each, which is about a 30% discount compared to Qantas. With a projected net profit of $331 million for FY2025, Virgin is valued at seven times its earnings, aligning with U.S. airline metrics. The IPO is set to be the largest in Australia this year, and trading is expected to commence on June 24. 

Are Dividend Stocks Still Worth It in 2025?

In 2025, with inflation slowly cooling but not back to pre-2020 levels, dividend stocks that offer inflation-beating yields are a hot topic. REITs and infrastructure stocks are regaining popularity due to built-in inflation escalators.

Just make sure to review how interest rate-sensitive the stock is. Some REITs with floating-rate debt are under pressure.

Is uranium the next big opportunity on the ASX?

Investors should consider a diversified approach. Large producers like Paladin and Boss Energy offer stability, while junior miners and uranium ETFs like URNM and URA provide higher growth potential. Given the current market dynamics, uranium could indeed be a significant opportunity on the ASX.

Is the surge in battery metals IPOs on the ASX a long-term shift or just hype?

It’s more than just hype. The demand for lithium and other battery inputs is being driven by long-term structural changes, especially from electric vehicles and grid storage. Major economies have announced policies pushing toward net-zero emissions, which is fuelling investment in this space. The ASX has seen a wave of listings because Australia has significant reserves and mining expertise.

Are high dividend yield stocks still a good investment during interest rate uncertainty in 2025?

Absolutely, high dividend yield stocks can still be attractive in 2025, especially as central banks remain cautious about rate cuts. When interest rates are uncertain or peaking, traditional fixed-income investments may not offer inflation-beating returns. That's where dividend-paying stocks—especially those with consistent payout histories—shine.

I’m currently watching sectors like utilities and consumer staples. Companies like Fortis Inc. (FTS) and PepsiCo (PEP) offer steady dividends and operate in recession-resilient industries.

Is Virgin Australia's upcoming IPO a good investment opportunity, or are there significant risks that investors should be aware of?

Considering the broader market, some analysts suggest that banking stocks might be overvalued, with earnings forecasts being downgraded. In contrast, mining stocks present better value and potential earnings growth. This shift indicates that sectors like aviation might offer more balanced opportunities, but it's essential to assess each company's fundamentals carefully.

How might rising mortgage stress affect ASX-listed banking and real estate stocks?

Another aspect is consumer spending. With more income going toward mortgages, discretionary sectors might feel the pinch too. This could impact retail-focused stocks and financial service providers exposed to consumer lending. Keep an eye on earnings guidance updates in the coming reporting season.

Are business services stocks on the ASX a good investment in 2025 given recent market trends?

It’s not all rosy. Some business services stocks are heavily dependent on interest rate movements and labor market dynamics. For instance, technology recruiters and consultancy firms have faced margin pressure due to high wages. So while the sector has upside, it’s important to dig into balance sheets and avoid overvalued names trading on future promises rather than proven growth.