Trends & Themes
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
ASX Weekly Market Wrap
Markets started September on the defensive as stronger US labour data, rising oil prices and renewed rate hike expectations collided…
Firmus ASX IPO, the $15.5 billion AI infrastructure bet facing investors
Firmus is moving closer to what could become one of the ASX’s largest technology listings. The Nvidia backed AI infrastructure…
The ASX income revival, why yield is back on the investor agenda and where the traps are
Australian investors are rediscovering income. In July, income focused ETFs attracted a record A$1.8 billion of net inflows, almost one…
NVIDIA’s most profitable quarter
NVIDIA has reported its most profitable quarter on record, generating US$59.7 billion in GAAP net income during the second quarter…
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