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
AI Spending in 2026: Growth Engine or the Next Macro Fault Line?
AI remains the single most important investment theme shaping global markets in 2026. But the conversation has shifted. The question…
BHP’s China Standoff Exposes the Cost of Its Long-Term Strategy
BHP's latest quarterly update landed with an uncomfortable mix of short-term pain and long-term conviction. The world's largest miner confirmed…
BYD: Positioning and Market outlook
2026 is emerging as a difficult yet pivotal year for BYD, marked by weakening domestic sales, rapid international expansion, and…
Markets Digest Trump’s Tariff Threat as Europe and the ASX React
Global markets moved cautiously on Monday as investors have started to price US President Donald Trump’s threats of a 10%…
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Monthly Investor Memo
September 2025