Global Equity Strategy: Overweight EM, Pullback Opportunities in Europe, Japan Poised to Breakout
In the attached strategy document we expand upon themes and opportunities in materials, technology and financials as well as an overview of...
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Shares Overcook Potential for a Mining Services Turnaround
We think the market, on balance, is too optimistic on the outlook for the mining services sector, with an average 34% overvaluation for the nine...
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Alumina: Understanding Coupon Step-Up Clauses
In recent months, Alumina Limited (ASX: AWC) has been media spotlight regarding an ongoing legal dispute with its major business partner Alcoa....
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China Housing: Strong Recovery but Debt and Vulnerabilities Rise
In this post, Evidente draws on recent analysis undertaken by the RBA of developments in China's residential property markets. Thanks to a number...
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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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