Markets
Investment Analysis: Transurban Group (ASX:TCL)
Company Overview Transurban is Australia’s dominant listed toll road owner and operator, controlling critical urban road networks across Sydney, Melbourne, Brisbane and select North American…
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Further Analysis & Commentary
Australian Housing Market Breaks Free From Rate Logic as Prices Surge Again
The Australian housing market is entering 2026 with strong momentum despite a year of interest rate cuts that were supposed…
RBA Rate Debate Splits Economists as Inflation Proves Stubborn
Australia's inflation debate has lurched back into centre stage, and this time the economic consensus has splintered. The latest AFR…
BlueScope Takeover Bid Shocks the ASX, What the $13 Billion Proposal Means for Steel Investors
BlueScope Takeover Bid Puts the ASX Steel Sector on Edge The BlueScope takeover bid landed as a genuine circuit breaker…
Papua LNG Costs Put Santos at a Crossroads
Santos is approaching a defining moment. the long-delayed Papua LNG project, now carrying a significantly inflated price tag, is edging…
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Monthly Investor Memo
September 2025