Trends & Themes
Rio Strategy Reset Signals a Leaner, Cash-Focused Future Under Simon Trott
A streamlined portfolio and tighter capital discipline mark the start of a new era for one of the world's biggest miners.
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Further Analysis & Commentary
AGL’s Pottinger Wind Farm Greenlighted: A $2Bn Bet That Could Redefine Australia’s Energy Investment Landscape
In a week that underscores Australia’s accelerating commitment to the energy transition, Environment Minister Murray Watt has given the green…
Australia’s Regulatory Overhaul: A Turning Point for M&A Activity Amidst Telecom Crisis
In a week marked by significant developments, Australia’s business landscape has been reshaped by a series of events that underscore…
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…
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Monthly Investor Memo
September 2025