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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
Uranium Breaks US$100: Why This Move Looks Structural Not Speculative
Uranium pushing through US$100 a pound is more than a psychological milestone. It marks a shift in how the market…
Gold, Data Centres and Energy Storage: The Infrastructure Trade Defining 2026
Gold ripping through US$5,000/oz looks like a pure “fear trade” on the surface. But the more interesting angle is what’s…
AI funding landscape 2026
Anthropic’s $20B Mega Raise, Has the AI Funding Crown Changed Hands? Anthropic has reportedly doubled its latest funding target to…
RBA Rate Rise Looms as Inflation Surges Back Above Target
Inflation Has Re-Entered the Room and the RBA Is Running Out of Cover The Reserve Bank of Australia is rapidly…
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