France’s Debt Problem Is Getting Harder to Ignore
For decades, France could afford to postpone difficult decisions about its public…
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…
IHVV ETF: The Hedge That Adds Risk Instead of Removing It
Two funds listed on the ASX own an identical portfolio. Over the…
Blackbird’s $1 Billion Raise Is a Test of Australia’s Venture Capital Maturity
Blackbird Ventures’ reported final close of more than $1 billion for its…
Australian Property Market 2026, Why Renters May Still Pay More
Australia’s residential property market has shifted from momentum to correction, with higher…
JB Hi-Fi Shares Fell 12% on a Number That Flatters the Business
Rating REDUCE Price (17 Aug 2026) A$71.65 Our base case A$57.30 Implied…
ASX Reporting Season 2026, Solid Results but Investors Want More
ASX reporting season is now properly underway, and the early results are…
ASX Weekly Market Wrap
The ASX suffered its first meaningful pullback of August, with the ASX…
Equities Uncovered Volume 5: Three ASX Small Caps Turning AI Hype Into Revenue
Artificial intelligence has become one of the ASX’s busiest investment themes. But…
This Month in Venture Capital
August 2026 has delivered a fairly clear message for venture investors: capital…
Karoon Energy Shares Are Priced on the Half That Just Ended
Rating ACCUMULATE High risk. Oil price dependent. Price (7 Aug 2026) A$1.66…
US Economy Update July: Things Look Worse
The US economy is sending increasingly contradictory signals. On one side, economic…