Leadership & Strategy Updates

Why data centres are becoming the ASX’s new growth engine

The ASX's hottest trade is no longer miners, it is AI infrastructure

Dian Nel
11 Min Read

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Further Analysis & Commentary

ASX Resources vs Housing in 2026: Where Investors Should Position

The ASX is being pulled in two directions right now. On one side, resource stocks are benefiting from strong commodity…

Glencore’s Copper Growth Strategy Faces a Reality Check

The discovery of a centuries-old ceramic vessel at Glencore’s El Pachon copper project in Argentina is a reminder that the…

Northern Star Disclosure Under Fire: Why Investor Confidence Took a Hit

The sharp sell-off in Northern Star Resources this week had little to do with the gold price and far more…

BHP’s China Standoff Exposes the Cost of Its Long-Term Strategy

BHP's latest quarterly update landed with an uncomfortable mix of short-term pain and long-term conviction. The world's largest miner confirmed…

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