Macro & Policy Drivers
A Case Against Royalties And For A Resource Rent Tax
Royalties tax production. Resource rent taxes tax profits. The distinction may determine how much value Australians receive from their natural resources.
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Further Analysis & Commentary
5 Quality Value ASX Stocks in a Market That Still Looks Mispriced
Summary This weeks ASX stocks in focus setup starts with a simple observation: the Australian market is not broadly cheap,…
Inflation fears are rising fast, but the bond market is not buying the panic
On one side, households are bracing for another cost-of-living hit. Oil prices have surged, the Iran war has pushed energy…
ASX Ceasefire Rally: Why the Market’s Relief Trade Still Looks Fragile
The ASX ceasefire rally is the kind of move investors want to believe in, but probably should not trust too…
ASX Stocks In Focus: 5 Shares Built for Resilience Amid Volatility in 2026
The latest ASX Stocks in Focus setup comes down to one question: what actually holds up when the market is…
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