The next RBA hike demands sector precision, not defensive instinct
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.
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.
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.