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Rio Strategy Reset Signals a Leaner, Cash-Focused Future Under Simon Trott
A streamlined portfolio and tighter capital discipline mark the start of a new era for one of the world's biggest miners.
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Further Analysis & Commentary
POSCO MinRes Lithium Deal Signals Shift From China
Mineral Resources (MinRes) struck a $1.2b deal with South Korea's POSCO for a 30% stake in a new JV holding…
ASX Diverges on Shocks: Banks Prop, Health & Tech Slide as Domino’s Pops, CSL Sinks
ASX Diverges on Shocks ASX diverges on shocks as headline-driven moves overwhelm the Wall Street lead. By late morning. the…
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…
BHP Iron Ore Steadies, China Questions Linger; Copper Quietly Improves
BHP says iron-ore demand is "solid" and keeps full-year guidance intact even as China growth slows and headlines swirl about…
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Monthly Investor Memo
September 2025