Trends & Themes
Northern Star Disclosure Under Fire: Why Investor Confidence Took a Hit
When execution slips, markets stop listening to the gold story and start questioning trust
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Further Analysis & Commentary
InfraBuild’s $600 Million Refined Strategy: Steel Expansion Amidst Financial Overhaul
InfraBuild, the steel manufacturing arm of Sanjeev Gupta’s GFG Alliance, has unveiled plans to expand its Melbourne and Sydney steel…
QIC Targets $500 Million Tilt Renewables Stake Amid Renewable Energy Surge
Queensland Investment Corporation (QIC) is spearheading efforts to acquire AGL Energy’s 20% stake in Tilt Renewables, valued at approximately $500…
How ESG Investing is Driving Venture Capital Decisions Down Under
In recent years, Environmental, Social, and Governance (ESG) considerations have become pivotal in shaping venture capital (VC) investment strategies in…
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Monthly Investor Memo
September 2025