ANALYSIS: Capitalist economies tend to thrive when businesses can safely assume that governments will treat them fairly and consistently and that changes in regulations and taxes will be driven by broad policy objectives rather than erratic favouritism.
ANALYSIS: Make no mistake, the success or otherwise of CoreWeave’s proposed IPO is a big deal.
ANALYSIS: A ‘silver tsunami’ of over-75-year-olds is building in New Zealand and may overwhelm the retirement village industry’s slowed new unit build rate.
ANALYSIS: The obvious move for DAZN would be to buy Sky outright.
ANALYSIS: The changing landscape of market leadership.
ANALYSIS: It is important to distinguish between high-quality and low-quality companies.
ANALYSIS: China’s DeepSeek-R1 may have firmly punctured the narrative that AI progress requires infinite spending.
ANALYSIS: There are promising benefits but significant challenges, primarily due to the extreme conditions involved.
ANALYSIS: The rise of passive investing is unlikely to slow any time soon, but investors should remain mindful of its potential pitfalls.
ANALYSIS: Even if the Aussie Big Four banks beat analyst FY25 earnings expectations ... will the share price momentum continue or run out of steam?