Offshore bidders bypass the ASX 200 for discounted small and mid caps

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Australian companies agreed to more than A$14 billion in takeover proposals in a single day last week. Cleanaway accepted a $9.4 billion offer from Sweden’s EQT, Reliance Worldwide backed a

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29 Oct 2026

Ageing population demands urgent investment in aged care

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The Intergenerational Report 2026 projects that the number of Australians aged over 85 will triple to 1.9 million by 2065–66. Lack of infrastructure is one of the aged care sector’s

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13 Oct 2026

Datt Capital questions Intergenerational Report’s reliance on AI to drive 1.2pc productivity gains, and other predictions

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The government released the Intergenerational Report 2026 offering the outlook for the Australian economy and the budget to 2065–66. Emanuel Datt, chief investment officer of Datt Capital says “A 40-year forecast is

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23 Sep 2026

Reporting season delivers on guidance

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Datt Capital’s chief investment officer, Emanuel Datt, says this ASX reporting season is exposing dispersion at the stock level and that the underlying results have largely matched guidance and haven’t

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17 Aug 2026

The big energy reckoning from a decade of underinvestment is reshaping returns

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Investment in energy has failed to keep pace with demand for more than a decade and the fallout won’t be a short-lived price spike, but a compounding structural deficit that

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11 Aug 2026

Duration, not rate levels, is the real threat to investors

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As markets absorb the consequences of a federal budget handed down against a backdrop of persistent inflation, Melbourne-based fund manager Datt Capital says investors are asking the wrong question about

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18 May 2026

Fuel scarcity signals a significant shift for markets

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The current fuel crisis is reshaping how markets interpret energy risk, with fuel scarcity emerging as a more persistent economic constraint rather than a short-term cyclical factor, according to Datt

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17 Apr 2026

AI productivity boom a net positive for Australia

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Artificial intelligence may be disrupting global equity markets and challenging traditional business models, but Emanuel Datt, Chief Investment Officer of Datt Capital, believes the long-term implications are overwhelmingly positive, particularly

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25 Feb 2026

Reporting season meets the “September effect”, investors urged to get active

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Reporting season has reminded investors of a plain truth that not all companies are equal. The S&P/ASX 200 has remained steady, but beneath the surface, shares have swung significantly. In

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03 Sep 2025

Markets resilient but not euphoric

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Geopolitical risks remain high, but markets have so far shown resilience, supported by low unemployment and strong liquidity conditions, providing opportunities for investors that know where to look, according to

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11 Aug 2025