Markets
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
Webjet and Helloworld M&A: A New Chapter for Australian Travel
Webjet and Helloworld M&A: A New Chapter for Australian Travel Australia’s travel industry is entering an important period of consolidation,…
ASX Caught Between Nvidia Jitters and Rate Reality
The Australia market is stuck in a tug-of-war. Banks and speculative growth names under pressure as investors rethink how many…
Warren Buffett Google Investment Why Berkshire Backed Alphabet in 2025
A Landmark Move by One of the World’s Most Disciplined Investors The Warren Buffett Google investment has become one of…
Lithium Just Woke Up Again, And the Market Wasn’t Ready for It
A surge in energy-storage demand, a bold Ganfeng forecast and a brutal short squeeze are reshaping the lithium trade Lithium…
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Monthly Investor Memo
September 2025