Tag: Datt Capital

Australia’s cash rate nears 4.35, Emanuel Datt says May hike isn’t mere risk-off; real challenge is grasping how rates affect businesses.

Fuel scarcity is reshaping energy markets, and Emanuel Datt of Datt Capital warns it will drive inflation and force a major policy rethink.

A seasoned investor’s guide to surviving market cycles: these lessons distil decades of insight into six clear principles for advisers to consider.

For the world to meet climate targets, the supply of battery-grade lithium will have to ramp up greatly, prompting expectations that the price will keep rising for years to come. And Australian companies with proven lithium deposits could do well as M&A in the sector stays hot, analysts say.

Three of the top four performing companies in the S&P/ASX 100 over the past year operate thermal coal mines, which points to remarkable structural imbalance in the market.