Opinion & Commentary
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
RBA Rate Hike Risk Revived by Hot Inflation as Markets Rapidly Reprice
The Reserve Bank of Australia may not be finished with tightening after all. A stronger-than-expected inflation print has forced economists,…
AI Is Booming, But Only a Few Are Making the Money.
NVIDIA's latest quarterly results were impressive by any measure. Revenue surged again, data-centre sales hit record levels, and forward guidance…
Australian Black Friday Spending Nears Seven Billion as Retail, Consumer and AI Trends Shift
Record Black Friday Spend Expected Australian Black Friday spending is set to reach almost seven billion dollars this year, showing…
Webjet and Helloworld M&A: A New Chapter for Australian Travel
Webjet and Helloworld M&A: A New Chapter for Australian Travel Australia’s travel industry is entering an important period of consolidation,…
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Monthly Investor Memo
September 2025