Australian Business Outlook 2026: Costs Bite, AI Offers Relief
Business leaders turn cautious Australian industry leaders are increasingly uneasy about the year ahead. Around 40% now expect business conditions to weaken in 2026 compared…
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Netflix & Warner Brothers Deal Faces Antitrust Implications?
In early 2026, Warner Brothers Discovery's (WBD) board unanimously accepted the bid from Netflix. Netflix sweetened the pot to purchase…
Australia’s Startup Funding Surge and the 2026 Grants Opportunity
A Maturing Startup Ecosystem Gains Momentum Australia’s startup landscape has rarely looked stronger. More than 810 companies secured over US$5.4…
RBA Raises Cash Rate to 3.85% as Inflation Pressures Persist
Australia’s central bank pivots back to tightening as inflation proves sticky
Glencore’s Copper Growth Strategy Faces a Reality Check
Big copper ambition is easy to sell. Delivering it is where value is won or lost.
Markets
Markets Stabilise as Europe Hits Record and Metals Reprice
Equities steady while metals adjust in a shifting rates environment
Highlighted Insights
Elon Musk’s Great Reshuffle, Robots, Mega Mergers and What Comes After Tesla’s Flagship Cars
A Fortnight That Redefined Tesla Late January marked a clear inflection point for Tesla’s identity. The company confirmed it will wind down production of the…
Investment Analysis: Cobram Estate (ASX:CBO)
Investment Analysis Cobram Estate - Premium Product, Premium Expectations Cobram Estate Olives has evolved from a regional Australian grower into…
An outlook on ETFs. Are ETFs a Viable Investment?
Over the past several decades, exchange‑traded funds (ETFs) have evolved dramatically, moving well beyond their original role as simple, conventional…
Labor’s $57 Billion Budget Shortfall, Blowout or Election Spin?
Labor’s alleged $57 billion budget shortfall has ignited a fierce fiscal debate as Australia edges toward the 2026 federal election.…
Uranium Breaks US$100: Why This Move Looks Structural Not Speculative
Uranium's rally isn't being driven by momentum, it's being shaped by power demand, policy shifts and hard supply limits
Featured Investments (Stock Picks)
Short Sellers Tighten Their Hold on the ASX: What the Data Reveals About Market Risk
Short sellers are tightening their grip on the ASX as the year winds down, and…
Artrya (ASX: AYA) Investment Analysis: Can This AI-Driven Medtech Find Its Commercial Breakthrough?
Artrya has built its story around a simple but powerful problem. Heart disease remains the…
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Perseus Mining (ASX: PRU): Cash-Rich Producer With a Growth Option
Quality ounces, conservative balance sheet, disciplined growth.
Megaport (ASX: MP1) Investment Analysis: A Cloud Connectivity Turnaround Entering a Stronger Phase
Company Overview Megaport Limited has grown from a disruptive networking startup into one of Australia’s…
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AFL Grand Final 2025: A Business Powerhouse Beyond the Field
The 2025 AFL Grand Final, held on September 27 at the Melbourne Cricket Ground (MCG), was not only a sporting…
Liontown’s Lithium: Underground Mining Signals a New Era for Australian Battery Metals
Liontown Resources has commenced underground lithium mining at its Kathleen Valley project in Western Australia, marking a significant shift in…
Interest Rate Shifts and Their Impact on Australian Home Loans and Credit Market
In 2025, Australia’s housing and credit markets are navigating a period of heightened complexity as the Reserve Bank of Australia…
Bellevue Gold Investment Analysis (ASX: BGL): High-Grade Asset, High-Pressure Delivery
High-Grade Gold with Little Room for Error This Bellevue Gold investment analysis examines a company sitting at the sharp end…
Superloop Ltd (ASX: SLC): Investment Analysis
Company Overview Superloop investment analysis reveals a company at the forefront of Australia’s fast-changing digital infrastructure market. Superloop Limited (ASX:…
OpenAI Australia Expansion Marks a New Phase in the Country’s AI Race
OpenAI has operated for two years as the defining force behind modern artificial intelligence, but until now, Australia has been…
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Monthly Investor Memo
September 2025