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Further Analysis & Commentary
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…
Investment Analysis: Transurban Group (ASX:TCL)
Company Overview Transurban is Australia’s dominant listed toll road owner and operator, controlling critical urban road networks across Sydney, Melbourne,…
Investment Analysis: Goodman Group (ASX: GMG)
Company Overview Goodman Group is a global owner, developer and manager of industrial logistics assets and data centres. They focus…
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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