Regulation allows the company to earn a fair return over time, but in exchange it agrees to limitations on the prices it can charge. The regulatory regimes governing National Grid, Ofgem in the UK and ...
The SaaSpocalypse has created a compelling hunting ground. We think Readytech is worth 2-4x the current price, and a likely ...
While Ampol is widely recognised for its national convenience retail network, we believe the market underappreciates the ...
Chinese automakers have taken the global cost curve. Western OEMs have written down over US$65bn. We went to Shenzhen to see it first-hand.
The upcoming Budget risks feeling like a stealth tax grab on workers and investors. Here are five reforms I want to see.
Stocks are back at record highs. Is the rally real, or are markets sleepwalking into another crash? What you need to know ...
Infrastructure and global property are proving resilient, offering income stability and diversification as geopolitical risks ...
Gold is no longer just an inflation hedge. Commodities are no longer a footnote. And EVs are back. Here's why.
Atlassian's loss could be space stocks' gain. Rocket Lab, Planet Labs and AST SpaceMobile run hot ahead of Nasdaq 100 ...
The headlines on US private credit markets are alarming. How much of this applies to Australian investors? The short answer: ...
In response to the re-emergence of inflation (core / trimmed mean) which has dogged Australian policy makers since COVID, ...
There are more than 2,300 stocks on the ASX. Most aren’t worth your time, and they won’t make you money. That’s not a ...