Economy
Aston Martin: A Turnaround Running on Borrowed Time
For investors, Aston Martin is becoming a classic example of the difference between a better business and a safer stock. The operating story has improved.…
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Further Analysis & Commentary
This Month in Venture Capital
The venture capital market has entered a different phase. Capital has returned, but the easy money environment that defined previous…
Inghams Shares Fell on Bird Flu. The Dip is Not the Bargain It Looks
Our call AVOID THE DIP Price (22 Jun 2026) A$2.01 Consensus target ~A$2.59 Our base case A$1.85 (~8% below) Coverage…
FY2026 Australian economy review: Better, But Bruised, How Australia’s Economy and Markets Enter FY2027
Australia enters FY2027 in an unusual position. The economy has performed better than many feared, but households and investors have…
NOVONIX Share Price Fell 25% the Same Week It Cleared Its Biggest Hurdle
Days after NOVONIX delivered the most important sample in its history, NOVONIX share price fell about 25 percent. The company…
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