Trends & Themes
Liontown Resources Sees Rising Chinese Demand as Lithium Prices Rebound
Supply disruptions from Africa and a recovering lithium market are placing Australian producers like Liontown in a stronger position.
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Further Analysis & Commentary
RBA Raises Cash Rate to 3.85% as Inflation Pressures Persist
In its first policy decision of 2026, the RBA raised the official cash rate by 25 basis points from 3.60%…
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…
ASX Stocks in Focus: Five Quality Picks for a Resilient Portfolio
Markets heading into 2026 are being shaped less by single headlines and more by structural forces, persistent inflation pressures, uneven…
RBA Rate Decision in Focus: Why a February Hike Is Still Not a Lock
The surprise jump in inflation this week has pushed markets and many economists into near-consensus: the Reserve Bank of Australia…
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