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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
Tariff Shock, Strong USD: What the Sell-Off Means For Australia
Wall Street closed the week sharply lower after fresh tariff threats on China triggered an afternoon air-pocket. The S&P500 fell…
Australia’s Iron-Ore Gamble: Beijing, Bond Yields and the Commodities Re-set
For decades, Australia’s export juggernaut has been underwritten by iron ore, a product whose flows, pricing, and geopolitics have shaped…
Woolworths’ $2.2 Billion Gamble: Can “Metro60” Revive Growth and Win Back Shoppers?
Woolworths is making one of its boldest strategic plays in years, a $2.2 billion rebrand and continued rollout of its…
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.…
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Monthly Investor Memo
September 2025