ASX Tech Sector Analysis 2026: Valuation Reset, Pressure Points and the Path Forward
Australia’s listed technology sector endured a bruising 2025 and a volatile start to 2026. High quality names such as Xero, WiseTech Global, Technology One, NextDC…
Most Popular
Grow your wealth. Expand your knowledge. Leverage strategic insight.
The Investor Standard delivers world-class market analysis, stock recommendations, and exclusive insights to help you make smarter investment decisions and stay ahead of the market.
Outlook on Koala Living: Heading for a Potential IPO
Koala Living could be looking at an IPO at a valuation of AU $400 million during the year. Co-founder Dany…
Markets Steady as Rotation Continues: Tech Woes Offset Defense
Sector rotation drives price action as currencies and commodities take the lead
Glencore’s Acquisition Raises Stakes for a Rio Tinto Mega Merger
A pivotal fortnight for global mining Glencore’s latest acquisition, widely reported as a targeted move into copper or battery minerals,…
Project Vault and Australia’s Critical Minerals: Why US Capital is Reshaping the Sector
US strategic capital is accelerating winners, but only projects with real economics will survive.
Markets
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 WBD's film/TV studios and HBO…
Highlighted Insights
Markets Stabilise as Europe Hits Record and Metals Reprice
Equities steady while metals adjust in a shifting rates environment
An Outlook on Private Credit
Private credit, which involves lending by non-bank institutions, has grown rapidly in recent years as borrowers seek flexible financing solutions.…
ASX Stocks in Focus: Five Quality Picks for a Resilient Portfolio
Five Australian stocks, five portfolio roles, one disciplined investment framework.
RBA Rate Decision in Focus: Why a February Hike Is Still Not a Lock
Markets see a hike coming. The data tells a more complicated story.
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…
Featured Investments (Stock Picks)
Netwealth (ASX: NWL) Investment Analysis: A High-Quality Compounder in Australia’s Wealth Platform Revolution
Introduction Every market cycle produces a handful of companies that keep compounding quietly in the…
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…
Unlock Smarter Investing
Gain access to independent ASX insights, exclusive stock picks, and in-depth research trusted by founders, boards, and investors.
Ramelius Resources (ASX: RMS): Investment Analysis
ASX: RMS: Cash-Strong Gold Producer With Near-Team Technical Risks.
Investment Analysis: Cobram Estate (ASX:CBO)
Investment Analysis Cobram Estate - Premium Product, Premium Expectations Cobram Estate Olives has evolved from…
Investor Insights, Delivered
Unlock expert insights, stock recommendations, and market analysis – all in one place. Get the latest market news and stock picks instantly.
Explore More Insights
Argent Minerals Limited (ASX: ARD): Speculative Stock Analysis
Business Snapshot Argent Minerals is an Australian exploration company chasing polymetallic resources across NSW and WA. Its flagship Kempfield Project…
Australia August Trade Surplus Slumps as Gold Exports Tumble
The Australian August trade surplus collapsed to A$1.8bn, down from a revised A$6.6bn in July and far below market expectations.…
Special Dividends 2026: ASX Companies Poised for a Cash-Heavy Year
Australia may be heading into a year where special dividends return in force, with some of the country's biggest listed…
Develop Global Limited (ASX: DVP): Stock Analysis 2025
Business Overview Develop Global (DVP) has a mix of project ownership and mining services business, which gives it both development…
Rare Earths Just Got a Policy Premium – But Not Where You Think
Australia rare earths strategy in focus, the sharp rally in Australian Strategic Materials (ASX: ASM) this week highlights how sensitive…
Nestle selling €5bn water division; Rothschild to run the sale
Nestlé SA is moving ahead with plans to sell a stake in its €5 billion ($5.8 billion) water division, which includes well‑known…
Socials
Monthly Investor Memo
September 2025