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 REIT Sector Outlook
The A-REIT sector went through a difficult 2025, with the S&P/ASX 200 A-REIT Index falling while the broader market moved…
ASX Weekly Market Wrap
Markets Are Rolling Over, But the Rotation Matters More Australian equities have now extended their losing streak to four straight…
The Rotation Is Happening, Even If Markets Look Calm
Global equity markets look relatively stable on the surface, but underneath that calm, capital is steadily rotating away from the…
ASX Mining Stocks: Fuel Constraints, Falling Commodities and What Comes Next
Australia’s mining sector is facing a different kind of shock. For most of the past few years, investors have analysed…
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