What the Capex Cliff Means for Australia's 'Big Short'
In the past week, two bottom up developments have dominated the financial market news flow in Australia: the belated announcement of CEO...
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Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
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Tame Inflation data and the bond market signal that the yield trade is yet to run its course
As with most macroeconomic releases, there was something for everyone in today’s December quarter CPI. For the doves, the precipitous fall in...
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Last Week In Event SPACE: Toyota Inds., Prosus/Tencent, Dongfeng Motor, WH Group
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
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Aussie Shorts (23 Feb 2026): Westpac, Wesfarmers, Inghams, Reliance Worldwide, IDP Education
Companies mentioned in this regular weekly report include: Westpac Banking (WBC AU), Wesfarmers Ltd (WES AU), Inghams (ING AU), Reliance Worldwide...
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