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Late Payments and SME Cashflow Stress in Australia
Late Payments Starve SMEs of Vital Working Capital Australian small and medium businesses are now facing their toughest cashflow pressure since 2021. Late payments from…
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Further Analysis & Commentary
ASX IPOs 2025: From Rebound to Refinement
The Australian Securities Exchange (ASX) IPO landscape in 2025 marks a decisive transition, from recovery to refinement. After several years…
Infratil (IFT): Dissecting Australia’s Newest Infrastructure Investment Platform
Business Overview Infratil Limited is a New Zealand–based global infrastructure investment company with a diversified portfolio spanning digital infrastructure, renewable…
ASX Pulls Back From Records as Gold Rally Snaps
After setting a record on Tuesday, the S&P/ASX 200 fell ~0.7% to ~9030 on Wednesday as the precious-metals surge finally…
BHP Iron Ore Steadies, China Questions Linger; Copper Quietly Improves
BHP says iron-ore demand is "solid" and keeps full-year guidance intact even as China growth slows and headlines swirl about…
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Monthly Investor Memo
September 2025