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
Qantas Rebuilds Altitude: Inside the Airline’s Strategic Reset and What It Means for Investors
The National Carrier Takes Flight Again After one of the most turbulent years in its corporate history, Qantas Airways (ASX: QAN) is…
Australia’s New 5% Deposit Rule Could Supercharge the Housing Market, But Supply Remains the Achilles’ Heel
A Game-Changing Shift in Housing Policy In one of the most significant housing reforms in recent years, the Albanese Government is preparing…
AGL’s Pottinger Wind Farm Greenlighted: A $2Bn Bet That Could Redefine Australia’s Energy Investment Landscape
In a week that underscores Australia’s accelerating commitment to the energy transition, Environment Minister Murray Watt has given the green…
Australia’s Iron-Ore Gamble: Beijing, Bond Yields and the Commodities Re-set
For decades, Australia’s export juggernaut has been underwritten by iron ore, a product whose flows, pricing, and geopolitics have shaped…
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Monthly Investor Memo
September 2025