Market Overview
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
Woolworths’ $2.2 Billion Gamble: Can “Metro60” Revive Growth and Win Back Shoppers?
Woolworths is making one of its boldest strategic plays in years, a $2.2 billion rebrand and continued rollout of its…
Australia August Trade Surplus Slumps as Gold Exports Tumble
The Australian August trade surplus collapsed to A$1.8bn, down from a revised A$6.6bn in July and far below market expectations.…
Momentum Week Equities Breakout: Oil Buckles, Gold Surges
Momentum week: equities break out fresh highs as momentum broadened, oil slid hard on supply nerves, and gold powered toward…
Australian Housing Market Reheats on Rate Cuts, Policy Support
Australia's housing market has re-accelerated: national home values rose 0.8% in September, the fastest monthly gain since October 2023, with…
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Monthly Investor Memo
September 2025