Leadership & Strategy Updates
Inside Nikon’s Recent Struggles: 85 Billion Yen Loss
The Shrinking Camera Market Nikon’s core camera business has faced long-term structural challenges as the global market for digital cameras continues to shrink. Shipments of…
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Further Analysis & Commentary
Nvidia AI Outlook: Can the Chip Giant Sustain Its Dominance?
Nvidia remains at the centre of the artificial intelligence boom, but markets are beginning to question how much further the…
Lynas Rare Earths Gains Strategic Boost From US Defence Supply Deal
Western governments are accelerating efforts to secure supply chains for critical minerals, and Australia has become a central player in…
Liontown Resources Sees Rising Chinese Demand as Lithium Prices Rebound
Global lithium markets are showing signs of tightening again, and recent developments suggest supply disruptions may be accelerating that shift.…
Volkswagen Self-Driving Cars: Can Europe Win the Robotaxi Race?
Volkswagen wants to become the “European champion” of autonomous driving. That ambition alone tells you something about where the industry…
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Monthly Investor Memo
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