Global Markets
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
ASX Weekly Market Wrap
Markets Hold Ground Despite $50B Friday Selloff Australian markets closed the week only marginally higher, but the path there was…
Elon Musk’s Colossus Deal With Anthropic Could Reshape the AI Infrastructure Stack
Anthropic’s decision to take the full compute capacity of Colossus 1 is not just another AI partnership announcement. It is…
Is Spotify still a buy in 2026? Why the investment case has shifted from scale to monetisation
Spotify is starting to look like a different company. For years, the stock was mostly framed as a scale platform.…
How to Read ASX Annual Reports Like a Professional Investor
ASX annual reports show you what is actually happening inside a company. They cut through polished investor presentations and short-term…
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