Lynas ( ASX: LYC) shares closed up 16% on March 11 on news that the group has extended its rare-earth supply deal with Japan ...

Patience: A long-term investment horizon is the name of the game in private assets. Transactions are less frequent than in public markets, making liquidity unreliable. Investors should only consider ...

Over time, inflation quietly erodes the real value of money and shifts the way companies operate. This is why it’s often described as a silent thief. Although it’s hard to say whether the media frenzy ...

NextDC ( ASX: NDC) reported first-half 2026 net revenue growth of 13%. Billing utilization increased 29% to 120 megawatts, which management guides to increase 2.7 times by fiscal 2027 and 3.4 times by ...

The bottom line: We cut our fair value estimate for narrow-moat CSL by 22% to $210 due to our plasma earnings downgrades. However, shares are undervalued. Despite fiercer competition, we think we are ...

An ageing Australia is shifting the superannuation system’s focus from accumulation to the lifecycle of retirement.

SpaceX is gearing up for what would be by far the biggest initial public offering in history, with a proposed valuation of $1.5 trillion. That price tag is expensive but not irrational. It adds up as ...

A deep dive into the most traded stocks by Aussies in 2025 - and what this signals for the year ahead.

A broad assessment of AI’s threats and opportunities leads to moat ratings changes for more than three dozen companies.

The ASX 200 technology sector has fallen over 40% since September 2025. We have reviewed our software coverage and lowered ...

Compared with Douyin, Alibaba, and Tencent, Baidu has a weaker ecosystem and fewer resources with which to compete in AI chatbots. While Baidu’s AI enterprise cloud benefits from switching costs, its ...

Similar sentiment could be seen across credit markets. High yield spreads remain narrow, not pricing the longer-term risks to growth. Yet, in private credit software has seen spread widening, with the ...