geopolitics

China's planned export controls are expected to trigger some graphite stockpiling due to supply uncertainty for EV battery makers.

This week’s charts begin with a visualisation of how the biggest stocks, mostly tech, have driven the S&P 500’s recent gains.

Being able to turn on a light is dependent on the stability of each link in what is a long, complex energy supply chain. An issue affecting any of these links can...

This is a busy time of year for me. There is the Australian reporting season, the US third quarter reporting season, and the conference season. Last week was...

Being able to turn on a light is dependent on the stability of each link in what is a long, complex energy supply chain. An issue affecting any of these links can...

Fears of a global recession have waxed and waned since the pandemic hit more than two years ago. As government policies and bond-buying propped up economies around the...

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is to add extra color and...

After coronavirus vaccines made biotech the standout performer in 2020, the sector has faced a major reckoning this year. So is now the time to snatch up a bargain? In...

Through no prescience (rather a lack thereof) on our part, members of the Avenir team spent all last week in Hong Kong. While our primary purpose for being there was...

Lynas (LYC:ASX) is a rare earth producer with operations in Malaysia and Australia; most recently in the news for being the target of an opportunistic takeover by the...