Ben Kelly-style weekly commentary from an Australian capital markets insider on the ASX, the state of equity raising, and exchange competition. Each issue mixes market observations with a clear opinion and occasional product announcements for listed-company professionals.
Website: https://growinginpublic.investorhub.com/
Firefly analyses emerging governance and capital markets issues in Asia, with close attention to Japanese company law reform, minority shareholder rights and Hong Kong and Cayman listings. Readers get detailed, evidence-based commentary on how regulatory proposals and corporate disputes could affect investors.
Macro research and commentary on capital markets, geopolitics and currency flows, framed through Brent Johnson's Dollar Milkshake Theory. Readers get data-driven deep dives, such as AI power demand and foreign Treasury holdings, plus weekly market recaps.
A weekly-style digest covering Japanese finance and fintech, pairing short news items on venture capital, payments, capital markets and digital assets with longer analytical pieces such as a Metaplanet convertible bond breakdown and MUFG's Krungsri acquisition of SFinance. Readers get a curated overview plus deeper financial-structure analysis of specific deals.
A capital markets insights newsletter from Origin, covering bond issuance documentation, structured data integrations, macro and tariff developments, and how AI is reshaping finance. Readers get company-informed commentary on market infrastructure and industry trends.
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