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
Foreign Investment ASX 2026: US Funds Buying Strength, Shorting Weakness
Foreign capital is playing an increasingly influential role in Australian equity markets, with US investors simultaneously accumulating high quality ASX…
Lynas Rare Earths Gains Strategic Boost From US Defence Supply Deal
Western governments are accelerating efforts to secure supply chains for critical minerals, and Australia has become a central player in…
Iron Ore Rally Fades as China Eases Restrictions on BHP Shipments
Iron ore markets have swung sharply in recent days as geopolitical tensions and Chinese policy signals collide, underscoring how sensitive…
ASX Defence Technology Sector: Counter-Drone Growth and Geopolitical Tailwinds
Global defence spending reached record levels in 2025. With governments allocating roughly US$2.6 trillion to military budgets as geopolitical tensions…
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