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 Risk-Off Rotation: Miners Slip as Macro Nerves Rise
The ASX 200 eased to a fresh intraday six-week low on Wednesday (-0.4% to ~8775 at midday AEDT). Selling was…
Proxy Voting Advisers: The Hidden Power Brokers Behind ASX Governance
Elon Musk’s $1 Trillion Pay Package Sparks Global Governance Debate Elon Musk’s proposed $1 trillion remuneration package at Tesla has…
James Hardie Board Revolt: Shareholders Reject $14 Billion Azek Deal and Oust Chair
In a rare and dramatic James Hardie shareholder revolt, investors voted to remove Chair Anne Lloyd and two other directors…
Fed Cut Odds Rise: ASX Set to Open Higher Ahead of CPI and Trump-Xi Talks
A Constructive Risk Tone Wall Street closed stronger after a cooler US core inflation print lifted odds of a near-term…
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Monthly Investor Memo
September 2025