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2026 Federal Budget, What It Means for Equities, Venture Capital, Property and Infrastructure Investors

Treasurer Jim Chalmers has pitched the 2026 Federal Budget as a package focused on fairness, productivity and resilience, but for…

2026-27 Budget Winners and Losers: Who Gains and Who Pays?

Every budget creates winners and losers, and Treasurer Jim Chalmers’ 2026–27 Federal Budget is no exception. While workers, motorists and…

2026 Budget: Tax Cuts, Housing Reform, $31.5Bn Deficit

Treasurer Jim Chalmers has handed down a politically charged 2026–27 Federal Budget featuring tax cuts, sweeping housing tax reforms, temporary…

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Is Spotify still a buy in 2026? Why the investment case has shifted from scale to monetisation

Spotify's next rerating depends on cash flow, pricing power and proving Q1 was not a one-off.

Dian Nel
11 Min Read

Labor’s Trust Tax Grab Risks Punishing Investors, Not Just Loopholes

What the 30% Trust Tax Really Means for Investors The policy on the table is simple on paper, but messy…

How to Read ASX Annual Reports Like a Professional Investor

ASX annual reports show you what is actually happening inside a company. They cut through polished investor presentations and short-term…

Australia’s Debt, Interest Rates and Productivity – Where It All Might Be Headed

Australia’s economic backdrop has shifted meaningfully, moving away from the easy-money, low-debt conditions that defined much of the 2010s and…

RBA hikes to 4.35% and drops any pretence of patience

RBA lifts rates for the third time this year to 4.35%.

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ASX Weekly Market Wrap

Miners and Gold Power Index to Fresh Highs Resources Reclaim Market Leadership The ASX Weekly…

ASX Weekly Market Wrap

A Bounce, But Not a Clean Recovery Australian equities finally broke their losing streak, with…

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Gain access to independent ASX insights, exclusive stock picks, and in-depth research trusted by founders, boards, and investors.

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…

Goodman Group (ASX: GMG): Equity Research

Is GMG the ASX's best AI infrastructure play?

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Is the ASX Dead or Evolving? Public Markets vs Private Capital in 2026

Introduction Debate is intensifying around the future of Australia’s public markets. With 92 new listings and $126.4 billion in capital…

Streaming Giant to Studio Titan, The Netflix Warner Bros Acquisition Explained

Netflix’s agreed acquisition of Warner Bros’ studios and streaming division marks the most important media deal since Disney absorbed Fox.…

Northern Star Disclosure Under Fire: Why Investor Confidence Took a Hit

The sharp sell-off in Northern Star Resources this week had little to do with the gold price and far more…

GlenTinto and the Copper Crunch: BHP Feels the Pressure

The mining sector has been rocked by the news that Rio Tinto and Glencore have revived talks on a $300…

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…

An Outlook: Where Did Toys R Us Go Wrong?

Toys R Us is a direct-to-consumer e-commerce retailer specialising in toys, baby, hobby, and lifestyle products. The company operates three…

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