Materials & Mining
ASX Mining Services Sector Analysis
The sector investors are starting to view differently The ASX mining services sector sits at the centre of Australia’s resources economy, but it remains misunderstood…
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Further Analysis & Commentary
The ASX next run higher may depend on miners doing the heavy lifting
Morgan Stanley’s call for the ASX 200 to reach 9,250 by the middle of next year is plausible, but the…
The ASX Niobium Sector Outlook: Australia’s Emerging Bid for a Strategic Metal
Australia’s listed niobium sector is still early-stage, but it is beginning to evolve from a speculative exploration niche into a…
Why lithium is becoming an AI infrastructure trade and an EV trade
TL;DR Summary Lithium is starting to trade on two demand engines at once. Electric vehicles still dominate the market, but…
Markets are trapped between CPI and crude. What to watch next
The market has gone back to an old problem very quickly. For a while, investors could still tell themselves that…
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