Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
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Launch of Evidente's Long Only Model Portfolio (Australia)
In this post, Evidente launches its benchmark aware, long only model portfolio for Australia for the 2017 financial year. It is designed to be a...
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Telstra Gaining as NBN Roll-Out Accelerates
Our friends at Morningstar noted the attraction of Telstra post-Brexit in Enter Telstra as Britain Exits . We agree it looks very much a safe haven...
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Brexit Far More than a UK Issue
As Morningstar has noted, Brexit fears may be positive for Telstra in Australia. The unexpected Brexit vote has sent shockwaves through financial...
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Autohome - Management Tango
As of 20 hours ago, Autohome's CEO James Qin and CFO Nicholas Zhong have reportedly been pushed out according to an article on Sohu.That escalated...
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