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
Northern Star Disclosure Under Fire: Why Investor Confidence Took a Hit
The sharp sell-off in Northern Star Resources this week had little to do with the gold price and far more…
Markets Rebound as Trump Softens Tariff and Greenland Rhetoric
Global markets snapped back on Thursday as investors started winding back a fast-built risk-off trade after US President Donald Trump…
ASX Stocks 2026: High-Quality Names to Watch This Year
After a volatile start to 2026, investors are being forced to rethink what "quality" really means. The past few years…
Sell America Trade: Why Markets Are Repricing US Political Risk
Financial markets don't usually panic quietly. When investors get nervous, they tend to follow a familiar pattern playbook: sell shares,…
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