Markets

As AI tech flows from enterprise to consumers, Australian fundies are betting these chipmakers will prosper.

Has the successful IPO of a fast-food giant made the ASX more digestible for Australia's tech startups? Investors say yes, while founders are more cautious.

The frosty sentiment towards the ASX among startups is thawing in the wake of the Guzman y Gomez IPO — just as the barriers to listing in the US get higher.

Having been burned by hype cycles before, Martin Currie Australia’s CIO sees a steep correction coming for both Australia’s biggest export and an overbought tech sector.

One day after a staggering 50% fall in its share price, the luxury ecommerce platform is facing fresh questions about the high fees it pays to merchants.

Online fashion retailer Cettire lost half its market value today after an earnings downgrade. It's vindication for the sceptics who have raised a multitude of concerns about the company.

There were many winners from Guzman y Gomez's IPO today, not least TDM Growth Partners, which saw its stake hit more than $800 million on paper after shares soared on debut.

Private debt, often funded by family offices, is rapidly growing and crucial in supporting property development in a tough market. Even big banks are supportive.

Analysts have been arguing for years that Commonwealth Bank is overvalued. Now Regal's Phil King has put his money where his mouth is and sold CBA short — not that investors seem to care.

It’s the most watched and perhaps most polarising IPO on the ASX in years but Guzman y Gomez's investors are happy to pay a premium for a local growth story.

The big four may be sitting on billions of dollars in excess capital — which might help explain the surge in their share prices over the past year.