Overviews in raw numbers and calculations that might assist investors with assessing trends and currents that might not be apparent from daily volatility and movements
Stronger fund flows, resilient investment performance and recent acquisitions have strengthened confidence that Navigator Global Investments can sustain earnings growth into FY27
The arrival of AI is fundamentally re-shaping industries. GenInnov CEO Nilesh Jasani believes investors have to update their views, and valuations, for the world’s leading memory manufacturers
South32’s transformation into a copper and zinc-focused miner is gathering pace, with analysts highlighting production growth, a stronger balance sheet and an increasingly attractive valuation
Telix has continued to outperform operationally in 2026, but future upside is increasingly dependent on pipeline execution, regulatory approvals and therapeutic progress.
AI monetisation is becoming measurable as Australian banks, businesses and data centre investment accelerate adoption, supporting productivity gains while reshaping the economy and labour market
Tony Sycamore, Market Analyst, IG shares his technical views on the Nasdaq, ASX200, gold and crude oil
A glance through the latest expert views and predictions about commodities: Despite weaker lithium prices and renewed supply concerns, leading brokers believe resilient demand, improving cash flow and attractive valuations continue to support the sector’s longer-term investment case
Dalrymple Bay Infrastructure shares remain in an uptrend, reports Fairmont Equities’ Michael Gable, with support at the 50-day moving average reinforcing the positive outlook
After a solid FY26, BHP’s FY27 production guidance has missed consensus across commodities with copper the standout on lower grades and maintenance
