Trends & Themes
ASX Weekly Market Wrap
Market Overview The Australian sharemarket ended another volatile week on the back foot, with the S&P/ASX 200 falling 0.75% on Friday to close at 8,772.3.…
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Further Analysis & Commentary
Lynas Rare Earths Gains Strategic Boost From US Defence Supply Deal
Western governments are accelerating efforts to secure supply chains for critical minerals, and Australia has become a central player in…
Iron Ore Rally Fades as China Eases Restrictions on BHP Shipments
Iron ore markets have swung sharply in recent days as geopolitical tensions and Chinese policy signals collide, underscoring how sensitive…
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.…
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