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          <time datetime="2026-03-03T09:59:18+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 03, 2026 09:59</time>
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              Emerging Market engines shift into high gear for equity investors
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  Earnings growth could continue energizing an emerging-market stock recovery.  
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              India&#39;s &#39;Eye of the Tiger&#39; moment
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  India’s share market may have lagged broader emerging markets this year, but structural forces may be aligning for a potential turnaround. Fiscal discipline, strategic...
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Liquidity is reshaping risk and return and investors need to be <span class="whitespace-nowrap">selective<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Alex Hone of Keyview unpacks ASIC&#39;s findings into the private credit sector and why the surge in liquidity is the biggest force shaping 2026
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          <time datetime="2026-03-03T06:00:23+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 03, 2026 06:00</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Capex: AI boom evident
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Australia&#39;s capex data shows a growing AI-driven investment surge, revealing the scale of the data centre boom and its economic impact.
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        Nucleus Wealth
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          <time datetime="2026-03-03T06:00:21+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 03, 2026 06:00</time>
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              The new fund looking to simplify property investing
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Brickfloor is launching a new managed fund that&#39;s offering simpler access to Australian residential property and looking to beat the market
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              3 market themes as geopolitical risk flares again
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  US-Iran escalation puts energy chokepoint risk back on the map. Here are three themes now shaping markets across scenarios.
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              Semiconductors move from cyclical To structural
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The first phase of the AI trade was about compute, but the second phase is being driven by constraints. Over the past two years, leadership was concentrated in a small...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Oil to US$150? Oliver and Jennings rate the asset class impact of the US-Iran war
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Oil could surge towards US$150, while gold and Australian government bonds are emerging as the key safe havens.
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              Iran conflict creates a sharpening geopolitical fault line
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  What happened?On February 28, the U.S. and Israel launched coordinated military operations against Iran, citing the need to neutralize “imminent threats from the...
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              The AI mania hedge: why global listed property deserves a second look
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  Amid tech disruption &amp; geopolitical uncertainty, the case for adding global REITs to portfolios has rarely been this compelling.
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        Resolution Capital
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              Why we’ve never held tech – and have long owned energy
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Over periods up to 10 years, tech doesn’t reliably outperform coal, gas and oil – and over longer terms tech usually underperforms energy.
</div>

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      <div>
        Leithner &amp; Company Ltd
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          <time datetime="2026-03-02T06:00:11+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 02, 2026 06:00</time>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Buy Hold Sell: 5 of your most-tipped ASX income stocks (and 2 from the <span class="whitespace-nowrap">experts)<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  After a mostly positive reporting season for some of the ASX&#39;s big income stocks, how are your top picks shaping up for the year ahead?
</div>

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        Deep Data Analytics
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          <time datetime="2026-02-28T12:16:31+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 28, 2026 12:16</time>
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              Media worth consuming – February 2026
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  Interesting and under the radar media on finance, economics, politics and society.
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  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
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</span>    </div>
      <div>
        Narrow Road Capital
      </div>
  </div>
</div>

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            </div>
          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              FNArena reporting season monitor: Feb 2026 - Week 4 (335 stocks covered)
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
</div>

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    alt="Rudi Filapek-Vandyck"
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</a>    </div>
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        FNArena
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              </figure>
            </div>
          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Pay attention to insider buying as the dust settles on wild reporting <span class="whitespace-nowrap">season<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
<path d="M3 16.5C3 15.1193 4.11929 14 5.5 14C6.88071 14 8 15.1193 8 16.5V18.5C8 19.8807 6.88071 21 5.5 21C4.11929 21 3 19.8807 3 18.5V16.5Z" fill="#19202D"></path>
<path d="M16 16.5C16 15.1193 17.1193 14 18.5 14C19.8807 14 21 15.1193 21 16.5V18.5C21 19.8807 19.8807 21 18.5 21C17.1193 21 16 19.8807 16 18.5V16.5Z" fill="#19202D"></path>
<path d="M21 18V12C21 7.02944 16.9706 3 12 3C7.02944 3 3 7.02944 3 12V18M5.5 21C4.11929 21 3 19.8807 3 18.5V16.5C3 15.1193 4.11929 14 5.5 14C6.88071 14 8 15.1193 8 16.5V18.5C8 19.8807 6.88071 21 5.5 21ZM18.5 21C17.1193 21 16 19.8807 16 18.5V16.5C16 15.1193 17.1193 14 18.5 14C19.8807 14 21 15.1193 21 16.5V18.5C21 19.8807 19.8807 21 18.5 21Z" stroke="#19202D" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"></path>
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            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  It started soft but finished strong - Ben Clark brings us near the finish line of a huge reporting season
</div>

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        <div class="pt-4 pb-4 sm:hidden">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Aristocrat Leisure Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:ALL</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Coles Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:COL</div>
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            Followed by<span class="font-bold text-gray-700"> 587 </span>people
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          <div 
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  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="779" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-fph">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Fisher &amp; Paykel Healthcare Corporation Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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            Followed by<span class="font-bold text-gray-700"> 174 </span>people
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      +6
</a></div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Aristocrat Leisure Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:ALL</div>
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</a>    <div class="px-4 mt-0.5">
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-169">
            Followed by<span class="font-bold text-gray-700"> 2090 </span>people
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  class="follow-stock-code-169-stock-code-tooltip-hovercard"
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Coles Group Ltd</div>
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-513">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Fisher &amp; Paykel Healthcare Corporation Ltd</div>
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      +4
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              History says productivity lifts growth. Is AI’s impact being underpriced?
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              Reform, retain or scrap? The $45 billion CGT debate splitting Australia
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  Australia’s top business leaders, including CBA CEO Matt Comyn, give their two cents on the CGT discount reduction debate.
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Zimbabwe lithium ban sparks warnings of supply deficit this year
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Lithium developers set to go – think PMT, Develop, Venari; Tungsten’s booming and Norm Seckold’s Minerals Exploration could be a winner. 
</div>

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        Independent Journalist
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