Beijing's new battery tax gives sodium a leg-up over lithium – yet most brokers still see value in ASX lithium stocks after ...

Recent changes to CGT mean Australian companies should prioritise paying dividends ahead of retaining capital for ...

Many years ago, I was asked by an AFR journalist whether I would revise my valuation of ABC Learning Centres, which was a ...

We see that a consistently underappreciated source of intelligence on the prospects of an individual company is insider ...

When we recently modelled six hypothetical investors under Labor's new capital gains tax regime, one result stood out. Income-focused investors like Dividend Dave generally fared better than ...

Despite a year dominated by geopolitical tensions, tariff uncertainty and bouts of market volatility, Australian super funds delivered another year of strong returns. According to Chant West, the ...

BHP capped FY26 with record iron ore and copper output, but lower FY27 copper production guidance gave the market a reason to ...

We analyse insights from FY26's top-performing Australian equity funds spanning different mandates and styles and discuss ...

Where the market sees a tired Japanese conglomerate, Contrarius sees something rare: an AI-Proof and AI-Winner at an ...

Geoff Wilson says Labor's little-known capital gains tax top-up rule strips away one of Australia's most effective ...

In "Are Active Managers Bringing a Knife to a Gunfight?" I argued that the rise of passive investing has handed price-setting to sophisticated systematic players, and that discretionary active ...

The ASX tin sector is buzzing thanks to the metal’s advance into record (nominal) territory for a whole host of reasons. The price has powered up from a CY2025 average of US$31,000/t to trade in the ...