Materials & Mining
Why data centres are becoming the ASX’s new growth engine
The ASX's hottest trade is no longer miners, it is AI infrastructure
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Further Analysis & Commentary
Market Outlook: Key Themes That Matter For the Week Ahead
The latest market outlook is really about a market that is losing its clean narrative. For much of the past…
ASX Critical Minerals Processing Sector Deep Dive
Australia’s push into critical minerals processing is no longer just a policy narrative, it is becoming a capital markets story…
The War Premium Is Cracking, but the Market Still Doesn’t Trust Peace
The trigger was oil. Brent crude fell more than 13 per cent after the announcement of a two-week US-Iran ceasefire…
Middle East War: Markets Are Shifting Fast as Oil Spikes and Stagflation Risk Returns
The market is finally starting to treat the Middle East conflict as an economic event, not just a geopolitical one.…
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