Australian Banking: A Debt Investor's Guide
Over the past year the Australian banking sector has remained under intense public scrutiny from the regulatory bodies (ASIC, APRA, RBA), the...
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Australia's Major Banks - Shrinking to Greatness, Expanding to Safety
In the first instalment of a series of reports on global banking, Evidente undertakes a comprehensive review of Australia's major banks. These...
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ANIMAL SPIRITS REPORT: Investment Outlook - Emerging Markets Trumped but Japan Escapes Value Trap
"Overweights" - Japan and Taiwan "Underweights" - India, Singapore, Indonesia, and the Philippines Recent Upgrades - Japan, Taiwan, and...
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ANIMAL SPIRITS REPORT: Country and Sector Earnings Revision Summary (Dec 2016)
Country and Sector Earnings Revision Summary J-curve effects apparent in Europe, Australia, and Japan Emerging market earnings revision...
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ANIMAL SPIRITS REPORT: APAC Valuation Snapshot (Dec 2016)
Japanese valuations are compelling Emerging markets have re-rated Korea discount intact MSCI China significantly lower valuation than MSCI China...
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