How to Play the Australian Child Care Bonanza
New government funding package will benefit child care providersExecutive SummaryThe Australian early childhood education and care, or ECEC, sector...
214 Views
Challenges Mount for the Wide Moat-Rated Australian Banks
As a consequence of increasing global risks, tougher regulatory demands, intensifying pressure on net interest margins, higher bad debts and lower...
1.9k Views
AmpGFX - RBA Cut the Obvious Decision
We think the case is clear for the RBA to cut rates tomorrow and are predicting this outcome. The much lower core inflation reading, evidence of...
422 Views
The Overnight Report: FOMO Is Back (Nvidia Too)
A global perspective on what happened overnight
497 Views
S&P/ASX Index Rebalance (Mar 2025): SIG Is the BIG One; Changes Galore Across Indices
There are 40 constituent changes across the indices. SIG is an add to 2 indices and also an upweight in 2 others - so big buying. The adds have...
1.5k Views