The global energy capex shortfall is structural, not cyclical. Datt Capital explains why Australian energy stocks are positioned to benefit in FY2027.
Datt Capital's FY2027 market outlook covers stagflation, energy, small caps, and portfolio positioning. Read the key takeaways.
Emanuel Datt explains four recent portfolio moves and the research behind them, from platform economics to AI infrastructure risk.
Despite RBA hikes, SMSF investment options still face near-zero real rates. Here's why equities may offer better long-term real returns.
ASX small companies have fallen amid RBA rate hikes. For Emanuel Datt, the selloff is mechanical, not a signal of weaker fundamentals.
ASX healthcare stocks have been repriced by sector degrossing, not weaker fundamentals. See where the valuation gap sits.
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