More than Just Banks and Resources: Opportunites in Aussie Tech
Australia’s IT sector generally flies under the radar, particularly with international investors who see Australia as mainly a Resources play on...
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Aussie Equities Month in Review (Nov 2018)
Downgrades and market weakness. Downgrades by LLC, CCL, and PGH were the lowlights in a month where the local market saw a 2.2% decline against a...
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Low Tide on Aussie Growth Stocks
Growth isn’t Dead Yet. Value’s outperformance in the past couple of months is relatively small compared to past periods and we think the...
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A new narrative for the Australian dollar (update)
Two months ago, Evidente published a report which suggested that contrary to the RBA's view that the currency remained over-valued, the Australian...
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