Market Overview
An Outlook on 2026 AI IPOs
A Historic Reopening of the IPO Window After a long period of subpar issuance, the U.S. IPO market is staging a strong comeback in 2026,…
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Further Analysis & Commentary
How Sandisk has Surged Over 3000% in the Past Year
The Spin-Off That Changed Everything Until early 2025, SanDisk operated as a division of Western Digital, where its performance was…
Why the ASX Is Falling While Global Markets Soar
Overnight, US markets and several global indices pushed into fresh record territory, supported by easing geopolitical tension, a softer oil…
Capital Raises on the ASX: How Smart Investors Read Them
Capital raises sit at the core of how ASX-listed companies survive and grow, particularly across mining, biotech, and tech where…
Why data centres are becoming the ASX’s new growth engine
Summary This sector breakdown comes down to one market truth: the ASX is starting to reward output demand over input…
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Monthly Investor Memo
Delivered Monthly - 2026