Trends & Themes
Equities Uncovered Volume 4: Three ASX Small Caps Building Momentum Beneath the Surface
Welcome back to Equities Uncovered! This week’s selection spans healthcare technology, mining, and software. While the businesses operate in very different industries, they share one…
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Further Analysis & Commentary
ASX Defence Technology Sector: Counter-Drone Growth and Geopolitical Tailwinds
Global defence spending reached record levels in 2025. With governments allocating roughly US$2.6 trillion to military budgets as geopolitical tensions…
Liontown Resources Sees Rising Chinese Demand as Lithium Prices Rebound
Global lithium markets are showing signs of tightening again, and recent developments suggest supply disruptions may be accelerating that shift.…
ASX Inverse ETFs: Using BBUS and BEAR to Hedge Market Risk
Inverse exchange traded funds have become increasingly popular with Australian investors searching for ways to manage portfolio risk without using…
ASX Stocks in Focus: Positioning for the Next Phase of the Global Economy
In this weeks ASX stocks in focus series: Financial markets are entering a phase where macro forces matter again. For…
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