Nestle selling €5bn water division; Rothschild to run the sale
Nestlé SA is moving ahead with plans to sell a stake in its €5 billion ($5.8 billion) water division, which includes well‑known brands such as Perrier and…
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Further Analysis & Commentary
RBA Boxed In Recovery: What Hauser’s Stronger-Start Message Means for Markets
The RBA says this easing cycle began from the tightest starting point in at least 45 years, demand already brushing…
AI Funding Reality Check: From Capex Promises to Cash Flows
The AI trade hasn't broken; it's grown up. Markets are now asking the only question that matters for multi-trillion capex…
Bitcoin Slips Below $100k, Then Rebounds: Macro, Liquidity and Flows Drive the Tape
What Happened and Why it Matters Bitcoin slipped as much as 7.4% to about US$96.8k in New York before rebounding…
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…
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Monthly Investor Memo
September 2025