Welcome to the weekly report for the February 2026 results season. The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief summaries of the collective responses ...

Markets are punishing companies despite solid results. One portfolio manager explains where he sees opportunity.

Right now, the global economy is choking under the Strait of Hormuz closure. While equity markets have held up reasonably ...

What happens to oil, equities and markets when war erupts? Bell Potter strategist Rob Crookston explains the playbook for ...

The Hyperscalers are highly profitable incumbents today. As such, they do face at least the possibility of disruption, if ...

India’s automotive exports gathered pace in FY24–25, with total shipments of around US$35 billion and 5.63 million units exported. Against a global auto market expanding by ju ...

Gold gained another 5% in February to reach US$5,222/oz; it is now up 20% YTD. Performance in other currencies, however, was ...

Loose money, strong growth from CapEx, AI adoption and productivity. What more do you want from a Goldilocks scenario?” It is ...

While there are reports that Iran has made indirect contact with the U.S. to explore a negotiated end to the conflict, the ...

While the outlook is murky, the prospect of strong gains post the hostilities could drive up juniors such as AusQuest, Coda and Caravel.

The RBA is underachieving on inflation and overachieving on employment, with monetary policy that is hardly restrictive.