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Further Analysis & Commentary

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,…

Glencore’s Copper Growth Strategy Faces a Reality Check

The discovery of a centuries-old ceramic vessel at Glencore’s El Pachon copper project in Argentina is a reminder that the…

ASX Stocks in Focus: Five Quality Picks for a Resilient Portfolio

Markets heading into 2026 are being shaped less by single headlines and more by structural forces, persistent inflation pressures, uneven…

RBA Rate Decision in Focus: Why a February Hike Is Still Not a Lock

The surprise jump in inflation this week has pushed markets and many economists into near-consensus: the Reserve Bank of Australia…

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