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
Beyond Lithium, A Pragmatic Guide to ASX Critical Minerals
Every Australian investor now “knows” lithium. The harder question is where the next wave of critical minerals alpha comes from,…
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…
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…
ASX Weekly Market Wrap
The ASX 200 finished Friday at 8,828.7, falling 0.92% on the day but still delivering a strong 1.52% gain across…
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