Global Equity Strategy: Stick With Technology
Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view...
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Smartkarma Originals
A Forensic Analysis Tool for Detecting Accounting Red Flags: Focus on Developed Asia
In this Smartkarma Original, we bring to you a forensic analysis tool that scores companies across Developed Asia on their accounting risk. We use...
1.5k Views
Wesfarmers Gets Hooked On Kidman's Lithium
Wesfarmers Ltd (WES AU) has entered into a Process and Exclusivity (P&E) Deed with Kidman Resources (KDR AU) to acquire 100% of Kidman for...
601 Views
Screening the Silk Road: Q1-2019 Small-Mid Cap GARP (Zulu Warrior Screening)
Value made a comeback, but growth remains core: In May 2018, we examined the divide between value and growth stocks, ( Notes from the Silk...
505 Views
Aussie Equities Model Portfolio Update
Good outperformance by staying long growth. Our model portfolio has a tilt towards Growth over Value and this has underpinned its solid...
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