The Deadcat Bounce in Aussie Value
The Global rotation away from Defensive stocks to cyclical Growth and Value over the past few weeks has not been impressive enough to convince us...
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Aussie Equities Reporting Season Wrap: March 2019
Australia rallied strongly through a relatively solid reporting season, with the benchmark ASX 200 posting a strong 6% gain in the month. EPS was...
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Aussie Reporting Season Update: February 2019
The Banks remain under earnings pressure from several fronts, with weak credit growth, falling net interest margins and rising compliance costs...
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Bottoms-Up View on Developed Markets: Actionable Stocks
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index. In today’s report...
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Bapcor's Network Expansion Running at Full Throttle
Demand for auto parts to remain strong, while Bapcor's moat protects it from online threats.While the market appears to be caught up with the fear...
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