Mining

Ivanhoe Atlantic recently pulled its $300m ASX float and will now list in New York. But the reasons behind that might bode well for the local bourse.

Currencies are notoriously unpredictable but several factors including interest rates and geopolitics point to a higher-for-longer Aussie dollar. And one sector on the ASX could prove resilient.

A US–Australia critical minerals push is drawing American capital to ASX rare earths, from takeover bids to export finance talks.