Australian FY17 Reporting Season: When Reality Bites
Pushing up the payout ratio in a falling interest rate environment has been rewarding in the past 6 years. However, this reporting season revealed...
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Money Matters: Have the Drivers of Residential Property Investment in China Run Their Course?
IntroductionThere have been three key growth drivers of residential property development in China in my view: 1) The increase in urban population;...
203 Views
Global Miners Are Breaking Out -- Buy
A wave of breakouts is visible throughout the global mining industry, where stocks are responding to long-term trend reversals in base metals,...
453 Views
Australia Banks and RIO Out Performance Opportunity Vs BHP
CBA AU back to key support at 79.00/77.65 key support to remain bullish to 91.00 even 96.70ANZ AU - only breaking 29.00 in pre-signal and 30.65...
141 Views
FXPO: Geopolitical & Balance Sheet Risks Overblown; Deep Discount Provides Buying Opportunity
Initiating coverage of Ferrexpo Plc (FXPO LN) with a target of £2.10/sh. Markets are unduly concerned about the geopolitical risks and balance...
340 Views