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Investment Analysis: Goodman Group (ASX: GMG)
Company Overview Goodman Group is a global owner, developer and manager of industrial logistics assets and data centres. They focus on major gateway cities that…
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Further Analysis & Commentary
Australian Consumer Spending Trends: How Household Demand Is Driving GDP Growth
Australian Consumer Spending Trends Driving GDP Growth Australia’s latest economic data shows a clear resurgence in household demand, and it…
Australian Dollar Outlook: Why the AUD Isn’t Rallying Despite Rising Rate Expectations
If foreign exchange markets were guided purely by interest rate differentials, the Australian dollar should be pushing higher. The domestic…
ASX 200 Market Outlook, Support Holds as Inflation Guides the Next Move
The ASX 200 has pulled back sharply from its late October high above 9,100 and recently stabilised near the 200…
ASX Insider Ownership, Why Founder Led Companies Hold Up Better in Choppy Markets
ASX growth stocks with high insider ownership have shown a remarkable ability to weather tough markets. Between 2022 and 2025,…
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Monthly Investor Memo
September 2025