RBA Hikes Rates and BHP, NST, EVN, SVL, SFR & GMD

The RBA’s February rate hike marked a decisive shift for Australian markets, with the cash rate lifted to 3.85% and the risk of further tightening back in focus for 2026.In our latest research article, we explain what this hawkish pivot means for equity valuations and why higher rates are increasing pressure on banks, retailers and growth stocks. More importantly, we outline where we see opportunity re-emerging as capital rotates toward hard assets and global earners.The report takes a close look at resourc ...