Japan’s Finally Got What It Wanted, Now It Has A New Problem
For more than three decades, Japan fought deflation through one of history's most aggressive monetary experiments. Now inflation has finally returned—but so have a new…
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General Intuition Raises $320M Series A at a $2.3B Valuation
A VC Story that People May have overlooked.
ASX Weekly Market Wrap
Australia’s equity market ended the week lower, but the headline move understated the shift taking place beneath the surface. Strong…
PE Secondaries: From Niche to Mainstream
Secondary Funds are changing the investment landscape
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,…
Markets
QUAL ETF: The Quality Label Hiding a Big Tech Bet
A quality label, a big tech portfolio, and five times the fee.
Highlighted Insights
Goldman Sachs Leads Alphabet’s Landmark $90 Billion Private Placement
Goldman Sachs Leads Alphabet's $90b Private Placement
Inghams Shares Fell on Bird Flu. The Dip is Not the Bargain It Looks
The bird flu scare may be overdone. The balance sheet risk is not.
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…
NOVONIX Share Price Fell 25% the Same Week It Cleared Its Biggest Hurdle
The dilution hit the price. The project backing still drives the thesis.
ASX Stocks in Focus: The Hawkish Fed Is Sorting Winners from Losers
Four stocks, four macro pressures, and one week where the second read matters most.
Featured Investments (Stock Picks)
ASX Uranium Sector Analysis: Top 5 Picks for the Nuclear Bull Market
Why Uranium Is Back on Investors' Radar Few commodity themes have strengthened as quickly over…
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ASX: An Outlook on Woodside Energy
Business Description Woodside Energy Group Ltd. is an international energy company involved in exploring, assessing,…
Investment Analysis: Mesoblast Ltd (ASX: MSB)
Business Summary Mesoblast Limited specializes in developing allogeneic, “off‑the‑shelf” cellular medicines designed to treat severe…
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Perpetual Ends Break-Up Battle With $500m Wealth Sale to Bain Capital
After nearly two and a half years of strategic reviews, takeover speculation and restructuring plans, Perpetual Limited has taken a…
Gold at Records, ASX Still Up: A week of Nerves & Winners
Week ended Friday, 17 Oct 2025 The ASX 200 slipped on Friday but still banked a +0.4% weekly gain as…
Is Spotify still a buy in 2026? Why the investment case has shifted from scale to monetisation
Spotify is starting to look like a different company. For years, the stock was mostly framed as a scale platform.…
Heatseeker: Revolutionising Market Research with AI-Driven Consumer Insights
In a significant development within the Australian startup ecosystem, Heatseeker, a Sydney-based artificial intelligence company, has raised US$1.5 million in…
BHP vs Rio Tinto: Which Mining Giant Fits Better in a Portfolio?
Two mining giants, two very different portfolio roles BHP and Rio Tinto still sit near the top of the global…
Uranium Breaks US$100: Why This Move Looks Structural Not Speculative
Uranium pushing through US$100 a pound is more than a psychological milestone. It marks a shift in how the market…

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