Insights, 24 Sep 2025

Taking Stock of Australia’s Defence Industry

Spotlight on Australia - September 2025

Whether it be from US pressure, the need to support Ukraine, or a flexing China, western governments are cranking up their defence spending. Australia is no different. Meanwhile, investors sense an opportunity. Stocks such as Germany’s Rheinmetall ...

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News, 16 Sep 2025

Australian Investment in AI R&D

Chart of the Month - September 2025

Opinions on AI range from it being another dotcom bubble to Terminator 2 scenarios. Regardless, no company or country can afford to be left behind. The good news for Australia is that AI is now the fastest growing area for business investment in R&D ...

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Insights, 31 Jul 2025

Australia Helping China Green its Steel

Spotlight on Australia - July 2025

The world’s biggest steel maker needs to decarbonise its steel. Every year, China’s 1 billion tonnes of steel production results in around 2 billion tonnes of carbon dioxide. If China’s steel industry was a country, it would be the fif ...

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Insights, 29 Apr 2025

Australia’s Guilty Pleasures

Chart of the Month - April 2025

With the end of lent and Easter feasting, it is an apt time to look at what naughty foods Australians like to snack on (see chart below)! While the international image of Australians is of lifeguards, beach bodies, and movie stars like Hugh Jackman ...

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Insights, 03 Mar 2025

US Tariffs and Australian Steel and Aluminium

Spotlight on Australia - February 2025

When President Donald Trump imposed tariffs on aluminium and steel in his first term, Australia was able to eventually gain an exemption. However, this time around, Trump said there will be no exemptions: “It's 25 per cent, no exemptions, ...

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Insights, 19 Dec 2024

EVs finally taking off in Australia

Spotlight On Australia - December 2024

Australia is a clear leader when it comes to the adoption of rooftop solar, with 1-in-3 homes having installed rooftop solar. However, Australia is lagging when it comes to the adoption of EVs. In 2023, Norway led the world with EVs comprising 93% of al ...

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Insights, 01 Jul 2024

Australia’s quantum computing leap

Australian Spotlight - June 2024

ChatGPT is dominating public attention but behind the scenes there is arguably a bigger computer revolution brewing. If the potential of quantum computing is realised, all current cryptography will be made obsolete and meteorological models could dramat ...

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Insights, 26 Feb 2024

Australia’s Secret Weapon - Population growth

Chart of the Month - February 2024

Back in 1947, Australia’s immigration minister called on Australia to “populate or perish”. Instead, Australia has populated and prospered. Australia’s population growth makes it a standout among comparable economies and as t ...

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