Category: Stock Market

The Australian sharemarket has been volatile over the past month as geopolitical conflict and rising interest rates create uncertainty for investors.

But even when markets look murky, ASX investors hunting for a bargain can still find undervalued stocks hiding in plain sight.

An undervalued ASX stock is one that is trading below fair value. This could be due to investors overselling, taking gains off the table after strong price surges, or another short-term fundamental factor causing a temporary sharp pullback.

It’s worth remembering that just because an ASX stock is cheap doesn’t mean it is a bargain or undervalued. Some cheaper stocks have lower valuations for valid reasons, whether it’s slowing growth or intensifying competition.

Here are three ASX stocks that I think could fit the bill.

Zip Co Ltd (ASX: ZIP)

Zip shares have faced significant headwinds over the past six months. These include pressure from short sellers in late 2025 and from investors taking their gains after a huge mid-year price rally in 2025. The ASX company posted a strong half-year FY26 result, but seemingly missed high expectations. The company’s outlook is strong, though, with solid consecutive financial results over the past few quarters and strong growth plans in place. The consensus is that the shares are now oversold and undervalued. Analysts are tipping a maximum upside of 238% to $5.27 over the next 12 months.

Temple & Webster Group Ltd (ASX: TPW)

Temple & Webster shares have crashed 77% since peaking at an all-time high in August last year amid concerns about slowing growth and margin pressure. Recent concerns about the latest Middle East conflict and its impact on shipping costs have pushed the share price to a multi-year low. But the benefit of the company’s business model is that it is a pure-play online retailer with a long-term strategy. It’s focused on capturing market share in a fragmented industry. Despite trailing sentiment, its revenue momentum has remained strong. The business even reported sales growth of close to 20% in the first half of FY26. Analysts are tipping the ASX stock to climb up to 260% to $24 over the next 12 months.

Catalyst Metals Limited (ASX: CYL)

The Western Australian gold producer announced a significant new high-grade discovery at its Plutonic Gold Belt in January. The ASX gold stock also delivered impressive first-half FY26 financial results last month. This represents a long period of operational consistency and organic growth. The miner has a good growth strategy going forward, too, including expectations of production increase towards the latter half of FY26. Analysts tip a maximum target price of $20.40, which implies a potential 206.31% upside at the time of writing.

The post 3 undervalued ASX stocks to buy immediately appeared first on The Motley Fool Australia.

More reading

• Prediction: Zip shares could explode over 230% to $5.27
• Are these 3 ASX shares at 52-week lows going cheap?
• Here are the top 10 ASX 200 shares today
• What are the 5 emerging ASX gold companies UBS has picked as winners?
• 3 high risk, high reward ASX shares to buy ASAP

Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Temple & Webster Group. The Motley Fool Australia has recommended Temple & Webster Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

On Wednesday, the S&P/ASX 200 Index (ASX: XJO) was on form and recorded a decent gain. The benchmark index rose 0.3% to 8,640.6 points.

Will the market be able to build on this on Thursday? Here are five things to watch:

ASX 200 set to sink

The Australian share market looks set to fall on Thursday following a poor night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 138 points or 1.6% lower this morning. In late trade in the United States, the Dow Jones is down 1.7%, the S&P 500 is down 1.3% and the Nasdaq is 1.4% lower.

Core Lithium shares on watch

Core Lithium Ltd (ASX: CXO) shares will be on watch on Thursday. That’s because the lithium miner has raised $120 million to support the restart of the Finniss Lithium Project. The company notes that the restart repositions Finniss as a lower cost, long-life, brownfield lithium operation with a shorter path to nameplate production of 214ktpa. Unit operating costs are expected to be A$762 per tonne. This compares favourably to the current spodumene concentrate spot price of US$2,200 per tonne.

Oil prices rise

ASX 200 energy shares Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a good session on Thursday after oil prices rose overnight. According to Bloomberg, the WTI crude oil price is up 1.7% to US$97.88 a barrel and the Brent crude oil price is up 5.3% to US$108.89 a barrel. Oil prices charged higher after Iran threatened to strike oil facilities in Qatar, Saudi Arabia, and the UAE.

Shares going ex-dividend

A number of ASX 200 shares are going ex-dividend today and could trade lower. This includes infant formula company A2 Milk Company Ltd (ASX: A2M), hearing solutions company Cochlear Ltd (ASX: COH), transport services provider Kelsian Group Ltd (ASX: KLS), telco Spark New Zealand Ltd (ASX: SPK), and coal miner Yancoal Australia Ltd (ASX: YAL). The latter will be paying its shareholders a fully franked 12.2 cents per share dividend next month on 15 April.

Gold price sinks

ASX 200 gold shares including Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) could have a poor session on Thursday after the gold price tumbled overnight. According to CNBC, the gold futures price is down 3.1% to US$4,853.3 an ounce. Traders were selling the precious metal after the US Federal Reserve kept interest rates on hold.

The post 5 things to watch on the ASX 200 on Thursday appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• Markets brace for the next shock as global tensions flare up
• Why this ASX lithium stock requested a trading halt today
• Why Cochlear and ResMed shares could be strong buys
• Woodside Energy Group appoints Liz Westcott as CEO

Motley Fool contributor James Mickleboro has positions in Cochlear. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Cochlear. The Motley Fool Australia has recommended Cochlear. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The S&P/ASX 200 Index (ASX: XJO) closed 0.31% on Wednesday afternoon, supported by daily growth across most sectors. It’s great news for investors, but not too late to get in on the action. Here are four ASX 200 shares I’d consider buying today.

Seek Ltd (ASX: SEK)

Seek reported robust double-digit revenue growth for the first half of FY26, but investors were underwhelmed, and the share price dived once again. The ASX 200 company’s shares are now down 50% from a multi-year high recorded in September last year. 

But it looks like after a sharp pullback, Seek shares are now trading well below fair value. Analysts are expecting to see a slow improvement to hiring activity, and as a company so closely linked to the employment market, this is great news for Seek. Meanwhile, the company’s engagement with AI technology could help to drive user engagement.

Analysts are tipping a 68% upside to an average target price of $24.45.

Light & Wonder Inc (ASX: LNW)

Light & Wonder posted a 4% revenue lift and 18% increase in adjusted NPATA in its FY25 results last month. It didn’t do anything to boost sentiment though, and the share price has continued tumbling.

The stock is now down 37% from an all-time high posted in mid-January this year. The ASX 200 company’s shares leapt 25% on announcement that it has settled its legal dispute with Aristocrat Leisure. 

Analyst sentiment still appears to be optimistic, however. Earnings results have reinforced confidence in management’s execution, but some are still concerned about revenue consistency. It’s also likely that a lot of pullback in the share price is investors taking gains off the table after large spikes in the company’s value.

Analysts are tipping a 78% upside to $204.29 a piece.

Web Travel Group Ltd (ASX: WEB)

The ASX travel stock has recently crashed to a six-year low after a Spanish audit into Web Travel Group sent sentiment spiralling. The audit will review direct taxes paid (and owed) between April 2021 and March 2024, as well as indirect taxes for the period between January 2022 and December 2025. The news sent tongues wagging, and investors rushed to hit the sell button in a state of panic.

It looks like the selloff has been way overdone now, and the shares are very cheap.

Analysts are tipping a 125% upside to $15.01 a piece.

The post Top 3 ASX 200 shares I’d buy today with $12,000 appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• 3 ASX 200 shares at 52-week lows: Buy, hold, or sell?
• ASX travel shares are hovering near yearly lows – time to buy?
• 5 things to watch on the ASX 200 on Tuesday
• 26 ASX shares with ex-dividend dates next week

Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Light & Wonder Inc. The Motley Fool Australia has recommended Light & Wonder Inc. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

These 3 ASX shares could shine in today’s uncertain market.

Market volatility can shake investor confidence. But it can also highlight the value of defensive shares – businesses with steady earnings, resilient demand, and reliable dividends.

For income-focused investors, that combination matters. When share prices swing, dividend income can help smooth returns and provide a reason to stay invested.

Let’s have a closer look at 3 of the best defensive ASX shares.

Coles Group Ltd (ASX: COL)

Coles is one of Australia’s largest supermarket chains. That gives it a key advantage — people still need groceries regardless of economic conditions.

Coles benefits from defensive earnings and strong market positioning. Its scale allows it to manage costs and maintain margins, even when consumers tighten spending.

The company also generates consistent cash flow, which supports its dividend payments.

Coles has a history of paying fully franked dividends, typically targeting a high payout ratio. This makes it attractive for income investors seeking reliability.

In its FY26 half-year result, the ASX share lifted its interim dividend by more than 10%. Coles now offers a grossed-up yield of around 5.1% and has grown its payout every year since 2019.

While growth may be modest, dividends are expected to remain stable, supported by steady supermarket demand.

Margins can come under pressure from competition and rising costs, particularly in labour and supply chains. Price wars with rivals could also weigh on profitability.

Telstra Group Ltd (ASX: TLS)

Telstra has been a standout performer, with its share price pushing higher even as markets remain volatile.

The telecom giant offers resilient earnings thanks to its essential services. Mobile and broadband connectivity remain in demand regardless of the economic cycle.

Telstra also benefits from its dominant market position and ongoing investment in network quality.

Having said that, competition remains intense, and ongoing capital expenditure is required to maintain network leadership. After a strong share price run, valuation could also limit short-term upside. Over 12 months, the ASX share is up 29% at the time of writing.

Dividends are a key attraction. Telstra pays fully franked dividends and has recently been growing its payouts. If current trends continue, it could deliver another year of dividend growth.

Last month, Telstra lifted its FY2026 interim dividend by 10.5% to 10.5 cents per share. If that momentum continues, it could deliver a fourth straight year of dividend growth.

That means Telstra offers a solid yield of around 4% at the current price.

Washington H. Soul Pattinson and Company Ltd (ASX: SOL)

Soul Patts is a diversified investment company with stakes across multiple sectors, including resources, telecommunications, and industrials.

Diversification is its biggest strength. Earnings are spread across different industries, which helps reduce volatility.

The company also has a long track record of disciplined capital allocation and value creation.

Soul Pattinson is known for its remarkable dividend history, having increased or maintained dividends for decades. This consistency makes it a standout for income-focused investors.

Dividends are typically steady and supported by a diversified earnings base. The ASX share recently delivered a total dividend of about $1.03 per share for FY2025, representing another year of growth.

The stock typically offers a yield of around 3% to 4%, with fully franked payments.

The post Why these ASX shares could be buys in today’s volatile market appeared first on The Motley Fool Australia.

More reading

• Should I invest $5,000 in Coles shares now?
• Woolworths shares are storming ahead of Coles this year: Are the supermarket giants a buy, sell, or hold?
• Forget CBA shares! Buy these ASX dividend shares instead for passive income
• Telstra shares hit new highs: what’s next?
• Why I invested $3,000 into this great ASX share last week

Motley Fool contributor Marc Van Dinther has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has positions in and has recommended Telstra Group and Washington H. Soul Pattinson and Company Limited. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Dateline Resources Ltd (ASX: DTR) shares closed 6.3% higher on Wednesday afternoon, at 50.5 cents a piece. The uptick comes off the back of some strong share price upticks out of the ASX mining stock over the past year, which has seen its value skyrocket.

This time last year the shares were trading at 0.5 cents per share. But when it reported promising interim results from its geological review of historic exploration data at its Colosseum Gold Mine Project, the share price started flying.

The ASX gold miner’s shares are now up around 130% for the year-to-date. They’re also a massive 10,000% higher than this time last year.

What is Dateline and what does it do?

Dateline is an Australian-based company focused on gold mining and exploration targets in Colorado, located in the US. It also has exploration plans in Fiji and Australia.

The company’s projects include its flagship Colosseum Gold-REE Mine in California, Gold Link, Udu Mine, the Colosseum Rare Earths Project, the Argos Strontium Project, and others.

Dateline also holds 100% of the Music Valley heavy rare earth project, which sits in the same broader geological region. The ASX miner is undergoing exportation at its Music Valley project, with assay results expected in the coming weeks.

Dateline was added to the ASX 300 Index this month and currently has a market cap of $1.73 billion.

What has pushed the ASX gold mining stock higher?

On Tuesday, Dateline announced that it has completed a high-resolution airborne magnetic and radiometric survey over its Music Valley heavy rare-earth element (HREE) project in the US.

The helicopter-based survey, which covered 2,172 line kilometres over the expanded project area, was completed ahead of schedule. The survey is expected to produce detailed data to help geologists better understand the area.

The company said the data has now been delivered to Mitre Geophysics for processing, inversion, and analysis. The results will be announced as part of the sampling programs currently underway at the site.

Can Dateline’s share price gains keep climbing?

There aren’t any broker forecasts for Dateline shares at present. But the company’s fast-paced expansion and positive developments suggest we could plenty more from the ASX mining stock in 2026.

However, the future value depends heavily on the results from the Dateline’s feasibility studies. It also depends on the company’s potential to develop those sites further. Any disappointing results could see the share price retract quickly.

The post This ASX mining stock has surged 10,000%: Is there more to come? appeared first on The Motley Fool Australia.

More reading

• This ASX mining stock just jumped again. Here’s what it announced today
• This ASX rare earths stock is rocketing 13% on big news
• Dateline shares surge again after major US rare earths deal

Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If you’re looking at putting $5,000 into the share market, I think Coles Group Ltd (ASX: COL) shares are worth serious consideration right now.

This is because I see the supermarket leader as a steady, reliable business trading at an attractive price.

A simpler entry point than before

Coles shares are trading at $21.05 at the time of writing, which is about 13.5% below their 52-week high of $24.28.

That might not sound like a huge discount. But for a defensive, supermarket giant that rarely gets cheap, I think it matters.

If Coles shares were simply to recover to that previous high, a $5,000 investment today would grow to roughly $5,770. That’s before factoring in dividends.

Of course, there’s no guarantee that happens. But it shows how even a recovery in a fallen share price can generate meaningful returns for investors.

A reliable income stream

One of the main reasons I’d consider Coles is the income it offers. The company has declared dividends totalling 73 cents per share over the past 12 months, which is fully franked.

At the current share price, that equates to a dividend yield of around 3.5%. For a $5,000 investment, that’s about $175 per year in dividend income, assuming payouts remain steady.

And because those dividends are fully franked, Australian investors may benefit from franking credits on top.

It’s not the highest yield on the ASX. But in my experience, chasing the highest yield can often come with higher risk.

Coles, on the other hand, offers what I’d describe as dependable income.

A business that keeps showing up

What I like most about Coles is how consistent the business is. Even in a challenging environment, it continues to grow sales and earnings.

Its recent half-year results showed group sales revenue increasing to $23.6 billion, group EBIT rising over 10%, and Supermarkets EBIT growing 14.6%.

That growth was supported by steady customer demand, operational improvements, and a continued focus on value. And that last point matters.

Management highlighted that customers remain value-focused, and Coles is responding with promotions, expanded product ranges, and loyalty offers

To me, that reinforces the idea that supermarkets are resilient businesses. People still need groceries, regardless of what the economy is doing.

Is it a buy?

I’d be comfortable investing $5,000 in Coles shares today.

This is because I think it offers a combination of a more attractive entry point, reliable, fully-franked income, a defensive business model, and ongoing operational improvements.

Overall, it’s the kind of stock I’d be comfortable owning through different market conditions.

Foolish Takeaway

Coles shares aren’t likely to double overnight. That’s not the point.

At around 13.5% below their recent high, offering steady dividends and backed by a resilient business, I think they’re a solid option for a $5,000 investment today.

For me, it’s a reminder that sometimes the best opportunities aren’t the most exciting ones.

The post Should I invest $5,000 in Coles shares now? appeared first on The Motley Fool Australia.

More reading

• Woolworths shares are storming ahead of Coles this year: Are the supermarket giants a buy, sell, or hold?
• Forget term deposits! I’d buy these two ASX 200 shares instead
• Here are the top 10 ASX 200 shares today
• A once-in-a-decade chance to earn a supersized passive income from ASX shares?
• The best ASX shares to invest $10,000 in right now

Motley Fool contributor Grace Alvino has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

With so much change happening with both AI technology and energy prices, it may seem like it’s hard to find the right opportunities. Certain ASX-listed exchange-traded funds (ETFs) could be just the right pick to navigate the short term and long term.

Diversification is a powerful tool, though it’s best when it doesn’t materially worsen the returns. Investing in too many different types of assets could lead to ‘di-worsification’ as it has been termed. I prefer sticking to shares for my own wealth-building because of the compounding and how easy it is to invest in shares.

With that in mind, the following two ASX ETFs look very appealing to me.

VanEck Morningstar Wide Moat ETF (ASX: MOAT)

This ASX ETF is one of the most appealing for long-term investing because of its investment style.

Morningstar analysts aim to identify US businesses that have competitive advantages that will allow them to continue making good profits (more likely than not) for at least 20 years. Competitive advantages can also be called an economic moat.

Economic moats can come in many different forms, such as cost advantages, intellectual property, regulatory licenses, brand power, network effects, and so on. It’s what keeps businesses ahead of their competitors. Think about the things that make you choose your smartphone, toothpaste, or where you go for your food shopping – that’s probably an economic moat in some way.

By only investing in businesses with long-term potential, the MOAT ETF has made itself an appealing long-term investment from day one. Obviously, the holdings do change every so often – it’s not forced to hold onto the same names for 20 years, but it’d (hopefully) be a positive result if it did.

The second stage of this investment strategy is that the ASX ETF only invests when these high-quality names are trading at an attractive price.

By using this strategy of owning great businesses at good prices, I think the portfolio is likely to continue its appealing long-term performance, though I’m not expecting any particular level of return.

WCM Quality Global Growth Fund (ASX: WCMQ)

I’m a big believer in the idea that the best businesses tend to win over time, with their culture an important driver of that success, while a lack of a winning culture leads to mediocre results.

The investment team from WCM – an investment outfit based in Laguna Beach, California – is looking for businesses with an improving economic moat and a corporate culture that supports strengthening that moat.

I like owning businesses that are becoming increasingly profitable for each dollar of revenue they earn – rising margins are a great sign.

But many of these great businesses are listed overseas, which is partly why the WCMQ ETF is so appealing to me – it invests across the global share market in search of opportunities. Only 55% of the portfolio is invested in shares from the Americas, providing a pleasing level of global diversification and avoiding concentration in a few US tech giants.

Impressively, over the past 10 years to February 2026, this investment strategy has returned an average of 16.6%, outperforming the global share market by an average of 3%. While past performance is not a guarantee of future returns, I like WCM’s style of investing, which I think will help deliver solid returns.

As a bonus, the WCMQ ETF targets a distribution yield of 5% per year, which I like as a useful level of passive income.

The post 2 excellent ASX ETFs I rate as buys in March appeared first on The Motley Fool Australia.

More reading

• 3 ASX ETFs that could quietly outperform over the next 10 years
• Forget CBA shares! Buy these ASX dividend shares instead for passive income
• 3 ASX ETFs to weather market turmoil
• 3 perfect ASX ETFs for beginner investors in 2026
• This ASX ETF is my stock portfolio’s shield

Motley Fool contributor Tristan Harrison has positions in VanEck Morningstar Wide Moat ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended VanEck Morningstar Wide Moat ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Several high-profile ASX tech shares have been hammered in recent months, with some technology stocks falling as much as 50%.

The S&P/ASX 200 Information Technology Index (ASX: XIJ) has dropped 22% this year and over 43% in the past 6 months at the time of writing.

But that sell-off is turning heads. Brokers see a number of quality companies poised for a strong rebound, with some tipping upside of 100% or more.

Here are two ASX tech shares that could be set for a comeback.

WiseTech Global Ltd (ASX: WTC)

WiseTech has been heavily sold off. The ASX tech share is down about 54% over the past 6 months to $44.97 at the time of writing. The company develops logistics software, led by its CargoWise platform, which helps freight forwarders manage global supply chains.

Despite the sharp decline, WiseTech remains one of Australia’s leading software success stories. CargoWise is deeply embedded across the logistics industry, creating high switching costs and a strong competitive moat.

The business also benefits from a highly scalable model. Once the platform is built, adding new customers comes at a relatively low cost, supporting margins and long-term earnings growth.

However, sentiment has been hit by governance concerns and rising fears that artificial intelligence could disrupt traditional software models. The company is responding, announcing a major restructuring and job cuts as it pivots toward AI-driven operations.

Even so, analysts remain positive. The ASX tech share still carries a consensus buy rating, with an average price target of $85.10 and a bullish case of $122.64. That suggests potential upside of 90% to 170% from recent levels.

NextDC Ltd (ASX: NXT)

The fall of this ASX tech share has been less dramatic, but still significant. Over 6 months, NextDC shares have lost 25%, shedding the company’s market capitalisation to $8.5 billion.

NextDC operates a growing network of high-performance data centres across Australia. It provides critical infrastructure for cloud computing, AI, and enterprise digital services.

Demand is booming as businesses accelerate their shift to the cloud and ramp up AI workloads. NextDC is well placed to benefit, continuing to expand capacity and build new facilities across major cities.

The company has also been increasing contracted utilisation, indicating customers are committing to long-term data centre capacity. That’s a positive sign for future revenue visibility.

That said, the business is capital-intensive. Building data centres requires significant upfront investment, which can weigh on short-term profitability. Higher interest rates also pose a risk by increasing financing costs.

Despite these challenges, analysts are bullish. The ASX share has a price target of up to $31.02. This points to a 132% upside over the next 12 months at the current price of $13.39 apiece.

The post 2 ASX tech shares that could double from here appeared first on The Motley Fool Australia.

More reading

• Has the WiseTech stock finally hit rock bottom?
• Brokers rate these 2 top ASX shares as buys in March
• The bulls are coming: 2 of the best ASX 200 shares to buy now to get ahead
• Where I’d put $10,000 in Australian stocks right now
• 3 ASX shares tipped to race up to 188% higher

Motley Fool contributor Marc Van Dinther has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended WiseTech Global. The Motley Fool Australia has positions in and has recommended WiseTech Global. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Building a long-term portfolio isn’t just about picking individual stocks.

Exchange traded funds (ETFs) can play an important role by providing exposure to different markets, strategies, and investment styles in a simple and cost-effective way.

By combining a few complementary ETFs, investors can create a portfolio that is both diversified and positioned for growth over the next decade.

Here are three ASX ETFs that could be worth considering.

VanEck Morningstar Wide Moat ETF (ASX: MOAT)

One ETF that takes a distinctive approach is the VanEck Morningstar Wide Moat ETF.

This fund focuses on companies that are judged to have sustainable competitive advantages. These are businesses that can defend their profits over time due to factors such as strong brands, cost advantages, or high switching costs.

What sets this ASX ETF apart is that it blends this quality focus with valuation discipline. Instead of simply holding the same companies, it regularly reviews and adjusts its holdings based on where it sees the best value among these high-quality names.

This approach can help investors avoid overpaying for popular shares while still gaining exposure to businesses with strong long-term prospects.

BetaShares India Quality ETF (ASX: IIND)

Another ASX ETF that could be worth a look is the BetaShares India Quality ETF.

India is experiencing strong economic growth driven by favourable demographics, rising consumption, and increasing investment in infrastructure and technology.

Rather than tracking the entire market, this ETF focuses on companies with stronger financial metrics, such as higher profitability and more consistent earnings. This can provide a more selective way to gain exposure to the country’s growth story.

For investors, it offers a way to participate in one of the world’s fastest-growing major economies while tilting towards businesses that have demonstrated resilience and operational strength.

This fund was recently recommended by analysts at Betashares.

iShares S&P 500 ETF (ASX: IVV)

FInally, the iShares S&P 500 ETF offers exposure to a broad range of large US companies.

These businesses operate across multiple sectors and generate significant revenue from around the world, giving investors access to a diverse set of earnings streams.

One of the key advantages of this fund is its ability to capture shifts within the global economy. As different industries rise and fall in importance, the index naturally evolves, allowing investors to stay aligned with where growth is occurring.

This makes it a useful foundation for a portfolio, complementing more targeted ETFs by providing broad exposure to global market leaders.

The post 3 ASX ETFs that could quietly outperform over the next 10 years appeared first on The Motley Fool Australia.

More reading

• 3 ASX ETFs for beginners starting with $5,000
• 3 ASX ETFs to weather market turmoil
• 5 fantastic ASX ETFs to buy and hold for five years
• Why now could be the best time in years to buy NDQ and these ETFs
• The best ASX ETFs to buy for building wealth in 2026 and beyond

Motley Fool contributor James Mickleboro has positions in VanEck Morningstar Wide Moat ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended iShares S&P 500 ETF. The Motley Fool Australia has recommended VanEck Morningstar Wide Moat ETF and iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Artificial intelligence (AI) is expected to drive a major increase in global computing demand over the coming years.

Training and running AI models requires vast amounts of data, processing power, and digital connectivity. As companies race to develop new AI capabilities, this is creating strong demand for the infrastructure that supports these systems.

While much of the attention has focused on software developers and chipmakers, a range of infrastructure providers could also benefit from this trend.

Here are two ASX 200 shares that could gain from the rapid expansion of artificial intelligence.

Goodman Group (ASX: GMG)

Goodman Group is a global industrial property specialist. It owns, develops, and manages logistics and warehouse facilities across major international cities. Over time, the company has expanded its platform to include digital infrastructure projects, particularly data centres.

Artificial intelligence requires enormous computing power, which has led to a surge in demand for large-scale data centres. These facilities require significant land, reliable power supply, and strong connectivity, which aligns well with Goodman’s expertise in developing large infrastructure assets in prime locations.

As demand for digital infrastructure continues to rise, Goodman is positioned to benefit with a global power bank of 6.0 GW across 16 major global cities.

The team at Citi is bullish on the ASX AI stock. Last week, it put a buy rating and $40.00 price target on its shares. This implies potential upside of approximately 50% for investors.

Megaport Ltd (ASX: MP1)

Megaport is a technology company that operates a global software-defined network platform that allows businesses to connect their systems directly to cloud providers and data centres. Its platform enables companies to create fast and flexible connections between digital infrastructure without relying on traditional network contracts.

Artificial intelligence applications often require large datasets to be transferred between cloud platforms, data centres, and processing environments. Megaport’s network allows customers to move this data quickly and scale connectivity as their workloads grow.

If AI adoption continues accelerating, demand for flexible network connectivity could increase significantly. With a global platform connecting hundreds of data centres and cloud providers, Megaport could benefit from the growing complexity of data flows in the AI-driven economy.

In addition, its recent acquisition of Latitude is expected to be a big boost to its growth outlook. Management notes that Latitude deal creates “an industry-leading Compute and Network-as-a-Service platform to power high-performance applications and AI workloads globally.”

Morgans is bullish on this one. It recently put a buy rating and $16.00 price target on its shares, which is more than double its current share price.

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Citigroup is an advertising partner of Motley Fool Money. Motley Fool contributor James Mickleboro has positions in Goodman Group and Megaport. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Goodman Group and Megaport. The Motley Fool Australia has recommended Goodman Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.