Market Analysis
Opinionated, data-backed coverage across all asset classes

Sibanye Stillwater's Record Half Hides Labor, Cost Pressures
Sibanye Stillwater posted a R18.8 billion profit on strong PGM and gold prices, but rising costs and a Montana labor negotiation complicate the outlook.

Get 100% Back or 100x on Identity Protection With Rakuten
Rakuten's one-day Coveron promotion converts a $599.76 subscription into about 60,000 Amex or Bilt points, worth nearly double the cash-back, before midnight.

Gold Opens at $4,399 After US Destroys Five Iranian Tankers
Gold futures dropped 0.9% after US destroyed five Iranian oil tankers. Oil above $100 and a Fed meeting next week create headwinds for gold, which carries a Weak Alpha Score of 28.

Alkane Resources AGM Set for Nov. 5, Director Nominations Due Sept. 17
Alkane Resources set its AGM for Nov. 5 in Sydney and online. The director nomination deadline is Sept. 17, giving shareholders a month to submit candidates.

HDFC Bank CEO Jagdishan to Retire After Six Turbulent Years
Jagdishan's departure closes a chapter of regulatory restrictions, a landmark merger, and governance probes. New chairman Rajiv Kumar faces the task of restoring confidence.

Gold Rises as Dollar Slips; Inflation Data in Focus
Gold gained 0.6% on a softer dollar as traders await US CPI and PPI data. A 60% chance of a Fed rate hike next week caps upside, but geopolitical risk offers support.

Tiny Home for $43,779: Five Things to Consider Before Building
Margo Fairchild spent 15 months and $43,779 building her 240-square-foot tiny home. Hidden costs, zoning rules, and downsizing are the factors to weigh first.

Delhi Building Collapse: MCD Suspends Five Officials After Seven Killed
MCD suspends five South Zone officials after Satya Niketan building collapse kills seven; illegal construction and water accumulation blamed. Inspections underway.

Prospect Resources targets major resource growth as Zambia drilling ramps up
Prospect Resources (ASX:PSC) kicks off 22,000m Phase 3 drilling at Newham Central in Zambia, targeting resource expansion beyond 300Mt and a scoping study by early 2027.

ASX: Energy stocks hold the line as Middle East tensions lift oil
ASX 200 inches up as energy stocks offset tech weakness. Oil rises on Middle East tensions. Ingenia jumps 20% on Warburg rejection, Bubs jumps 40% on FDA approval.

SMCI GF Value Signals 52% Undervaluation Despite Cash-Flow Gap
SMCI's GF Value of $82.29 implies a 52% discount to its $39.59 price, but cash-flow-negative earnings complicate the valuation. GF Score 84 and Alpha Score 57 reflect growth strength.

Focus Minerals Confirms Open Pit Potential at Green Light Deposit
Focus Minerals identified open pit potential at Green Light near Coolgardie. Infill drilling in 2026 aims to upgrade the resource to Indicated for a feasibility study.