Australia’s investment case has changed more than investors realise

Australia’s investment case has changed more than investors realise

  Key takeaways Australia is no longer just a China proxy – demand for its resources is increasingly being driven by global themes including AI infrastructure, energy transition, defence spending and supply-chain security. Structural scarcity is replacing cyclical commodity dynamics – years of underinvestment in mining, combined with rising demand for critical minerals, are creating … Read more

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