Mark Verhoeven
Mark Verhoeven writes business and markets coverage for MSN, focusing on ASX-listed companies and the investment consequences of large technology shifts. His work ties structural themes such as the AI infrastructure boom to specific stock ideas, turning broad trends into concrete opportunities and risks. He uses plain language and a straightforward structure, keeping attention on how sector dynamics and company positioning translate into performance on the market.
ASX stocks and sector plays
Mark’s business coverage centres on ASX stocks, with a clear interest in how different sectors respond when new technology reshapes capital spending. In his work on ASX stocks that could win from the AI infrastructure boom, he groups companies by the role they play in that build‑out, so readers see not just individual names but the logic of the sector exposure behind them. He stresses the commercial drivers for each idea, describing how demand, revenue models, and competitive landscape support the case for a stock rather than treating the market as a list of tickers.
Across his business writing, he stays close to the fundamentals that matter for listed companies: what they sell, who they sell to, and how emerging trends change those conditions over time. He foregrounds the business model and the practical levers for growth or pressure, which makes his coverage useful for readers comparing companies within a sector or theme.
AI infrastructure boom
The AI infrastructure boom is a defining thread in Mark’s recent work, and he approaches it as an investment and industrial story rather than a hype cycle. He treats artificial intelligence as a driver of spending on physical and digital infrastructure, then looks at which ASX companies stand to gain from that spending. This keeps his analysis anchored in the real economy, with emphasis on capacity, cost, and scalability rather than abstract promises.
By framing AI as a source of demand for infrastructure, he highlights second‑order beneficiaries: businesses that enable or support AI rather than only those that build algorithmic products themselves. His coverage of the AI infrastructure boom follows the money flowing into data, compute, and connectivity, and then traces how that flow supports the earnings outlook for the stocks he selects.
Practical, forward‑looking investment analysis
Mark’s style is practical and forward‑looking, aimed at readers who want clear reasons to watch or consider specific business stories. He typically links each stock idea to a defined theme, explains how that theme is evolving, and then sets out what that evolution could mean for company performance. This structure gives his pieces a consistent rhythm: theme, mechanism, then investment implications.
He writes in short, direct sentences and avoids jargon, which makes complex technology and infrastructure topics accessible without diluting the detail that matters for investors. His focus on trends like AI infrastructure shows a preference for long‑term drivers over short‑term noise, positioning his work as a guide to where capital and capacity are moving rather than a commentary on daily price swings.
4 more business journalists.
AdNews
AdNews focuses on how corporate decisions, campaigns and industry recognition shape the wider communications market, linking company moves and sector trends to their impact on regional audiences, traditional channels and people working in news and adland. It covers the business of media, marketing and advertising, tying deals, awards and campaigns to how the ecosystem functions day to day. Its reporting follows regional television and restructuring around Nine’s stations, explains why regional TV matters commercially, and combines transaction news with audience and pricing analysis. Long reads track traditional media recovery after COVID‑19 through agency views and budget shifts. AdNews treats journalists, mastheads and awards as business assets and reports on campaigns and marketing aimed at business owners, profiling data tools like Standard Media Index to show how entrepreneurial ideas become industry infrastructure.
Adrian Black
Adrian Black is a business reporter who treats regulation, court action and economic shocks as core business terrain, not side issues. He writes for The Canberra Times, covering corporate conduct, legal and market consequences of misleading investors, and concrete risks from technology, crime and volatile costs. His recent work centres on detailed coverage of the fallout from Regional Express profit forecasts and losses, tracking ASIC’s case, courtroom arguments and continuous disclosure mechanics in the NSW Supreme Court. He follows contested cases over time, parses formal statements, and connects legal developments to reputational damage, shareholder confidence and governance standards. Beyond litigation, he reports on rising fuel and energy costs, unpaid invoices and money mule schemes as operational risks, and examines how AI changes careers, always tying abstract forces back to specific businesses, workers and the choices they face.
Adrian Leung
Adrian Leung is a technically precise reporter on Chinese electric vehicle manufacturers, distinguished by deep coverage of engineering specifications, thermal management systems, and performance metrics often ignored by business media. He writes on Chinese EV makers including BYD, Nio, Leapmotor, Xiaomi, and others, examining their manufacturing strategies, market positioning, and production developments. His Electrical and Computer Engineering background informs detailed analysis of battery thermal management, torque outputs, battery capacities, and thermal performance metrics, including case studies like BYD’s Flash Charging system and e4 motor system. Leung tracks new model launches and refreshes with exact dimensions, pricing, and export timelines, and reports on broader auto industry profits, production volumes, and margins. He also covers battery technology and solid-state battery delays, translating complex chemistry and semiconductor supply chain issues into clear, business-focused insights.
Alex Gluyas
Alex Gluyas is distinct for tracking how investor flows, valuation pressures and structural shifts shape the Australian sharemarket, with a particular focus on equities and the technology sector. He is a markets reporter at the Australian Financial Review covering major asset classes, regularly writing about equities, commodities and currency markets. His core beat is equity markets and ASX trading dynamics, where he follows ASX performance, trading conditions, sector moves and trading behaviour, including record online activity and volatility driven by algorithmic trading firms, hedge funds, passive flows and superannuation funds. He reports live on how local shares respond to global moves, political shocks and company news, using performance data and fund manager commentary. He often focuses on technology stocks, AI and valuation risk, and analyses market structure, including ASX shrinkage and rising concentration in the S&P/ASX 200.