Emerging / Alternative Sectors
OpenAI Australia Expansion Marks a New Phase in the Country’s AI Race
A bold local rollout faces an uncertain policy landscape as Australia tries to position itself in the global AI economy.
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Further Analysis & Commentary
Bitcoin Slips Below $100k, Then Rebounds: Macro, Liquidity and Flows Drive the Tape
What Happened and Why it Matters Bitcoin slipped as much as 7.4% to about US$96.8k in New York before rebounding…
Lynas Rare Earths (ASX: LYC): Equity Analysis
Lynas Rare Earths is the largest producer of rare earth elements outside China, with operations spanning the Mt Weld mine…
Tariff Shock, Strong USD: What the Sell-Off Means For Australia
Wall Street closed the week sharply lower after fresh tariff threats on China triggered an afternoon air-pocket. The S&P500 fell…
EV Market Competition: BYD Hits a Speed Bump
BYD Co., the worlds largest EV maker by sales, reported its first monthly decline in shipments in more than 18…
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Monthly Investor Memo
September 2025