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  • Inside Shenzhen, the Silicon Valley of China

    Inside Shenzhen, the Silicon Valley of China. In 1980, Shenzhen was a fishing town of about 30,000 people across the border from Hong Kong. That year it became one of China’s first Special Economic Zones. Today it has more than 18 million people, a...

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  • Hong Kong’s IPO boom is here: so are we.

    Hong Kong’s IPO boom is here. So are we. Five years is a long time to wait for a market to turn. Hong Kong’s has, and the numbers are no longer subtle about it. In the first nine months of 2026, 116 companies listed on the Hong Kong Stock...

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  • When markets turn: what Rick Rule told IMARC about cycles, capital and contrarian investing

    When Markets Turn: What Rick Rule told IMARC About Cycles, Capital and Contrarian Investing Last week I had a late call-up to chair the Mines and Money Investment session at the International Mining and Resources Conference (IMARC) in Sydney, and the...

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  • Investor relations in 2026: five themes driving the shift from disclosure to trust

    Investor relations in 2026: five themes driving the shift from disclosure to trust Investor relations ensure the market understands the business, prices it on the right information, and continues to provide capital on competitive terms by aligning pe...

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  • Iran war: markets have a short memory for conflict and a long memory for consequence – defence and AI

    Iran war: markets have a short memory for conflict and a long memory for consequence – defence and AI It’s likely that the Iran war will fade from the front pages, but what it accelerated will not. Every region of the world is now mobilis...

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  • The IPO window is open: 4 rules for ASX listings that hold up post-float

    The IPO window is open: 4 rules for ASX listings that hold up post-float In the middle of 2025, the ASX IPO market shifted. Greatland Resources (ASX:GGP; AIM:GGP), an Investability client, listed in late June, raising $504.4 million at a market capit...

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