Deep-Dive Analysis
The ASX Small Cap Takeover Revival, Why Private Equity Is Looking Down Market Again
For much of the past two years, Australia’s small cap market has traded as though corporate activity were an afterthought. Liquidity has remained thin, valuation…
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Further Analysis & Commentary
The ASX Gold ETF Investors Bought as a War Hedge Isn’t Behaving Like One
Two tankers were hit by missiles in the Strait of Hormuz this month. Iran's shipping route was blockaded, unblockaded, then…
Australia’s Housing Market Is Cooling, but How Much Is the Budget Really to Blame?
Australia's housing market enters a new phase Australia's housing market has clearly entered a cooling phase, and the timing has…
WiseTech Shares: Priced Like an Average Software Stock. Isn’t One
Rating SPECULATIVE BUY Price (9 Jul 2026) A$34.58 Consensus target ~A$71 (wide range) Implied upside (consensus) ~105% Consensus (15 analysts)…
ASX Stocks in Focus: Four Signals the Market Is Missing
Iran declared the Strait of Hormuz closed over the weekend. ASX 200 futures rose anyway, up 43 points by Monday…

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