Macro & Policy Drivers
ASX Stocks in Focus: Positioning for the Next Phase of the Global Economy
A thematic look at companies positioned for the next market cycle.
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Further Analysis & Commentary
AI Is Booming, But Only a Few Are Making the Money.
NVIDIA's latest quarterly results were impressive by any measure. Revenue surged again, data-centre sales hit record levels, and forward guidance…
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…
Markets Snap Out of the Rate-Cut Dream: Tech, Crypto and Small Caps Lead the Sell-Off
Markets Hit Reality Check The ASX joined a global rout on Friday as fading hopes for interest rate cuts triggered…
ASX Edges Lower Again as CBA Drags; Gold and Lithium Shine
The ASX 200 slipped 0.2% to 8,818 as a sharp sell-off in Commonwealth Bank (-6.6%) overwhelmed strength across nine of…
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