Trends & Themes
Why ASX tech stocks are surging again after a brutal 2025
5 stocks leading the rebound after the sell off.
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Further Analysis & Commentary
SpaceX, OpenAI and Anthropic Could Define the Next IPO Cycle, and Test the Limits of the AI Boom
The next great IPO wave The next IPO cycle is shaping as something bigger than a typical listing window, with…
ASX Ceasefire Rally: Why the Market’s Relief Trade Still Looks Fragile
The ASX ceasefire rally is the kind of move investors want to believe in, but probably should not trust too…
Fuel Excise Halved: What Is It and How Will It Help?
The government has cut the fuel excise for the entire the second quarter of 2026. But what is the fuel…
Value’s revenge, why boring, cash rich businesses may be the surprise winners of 2026
The shift back toward value is getting harder to ignore For years, owning “boring” businesses felt like sitting on the…
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