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Further Analysis & Commentary
Australian Commercial Property Outlook 2026: Have Cap Rates Found Their Floor Amid RBA Cuts and Bond Yield Rebound?
Have Cap Rates Finally Stabilised? The Australian commercial property outlook for 2026 is becoming clearer as cap rates across key…
Papua LNG Costs Put Santos at a Crossroads
Santos is approaching a defining moment. the long-delayed Papua LNG project, now carrying a significantly inflated price tag, is edging…
ASX Listing Rule Shake-Up, Why Dilution and Big Takeovers Face New Hurdles
The ASX governance overhaul marks one of the most consequential shifts in Australian market rules in over a decade, with…
Hedge Funds Surge as CBA Short and Metals Rally Drive November’s Big Winners
Australia's hedge funds just delivered one of their strongest months of the year, riding the sharp sell-off in technology stocks,…
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