ASX Reporting Season Update: Misses and Downgrades Amongst Bright Spots
Reporting season has been relatively disappointing with only 45% of stocks able to either meet or beat FY19 expectations. Analyst expectations in...
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Tracking a Slowdown Path for Aussie Equities
The Fed has massaged market expectations of lower official interest rates and with other central banks jumping onboard global financial conditions...
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Evolution Mining Placement - La Mancha Selling Right when Lock-Up Ends
La Mancha is back on the market to sell 92m shares of Evolution Mining (EVN AU) for approximately US$191m. Post-placement, La Mancha will hold 9.6%...
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EM and ACWI Showing Decisive Breakdowns - Metals & Miners Still Attractive
Global markets have deteriorated considerably over the past couple weeks. The MSCI EM index has decisively broken down below the 60,000 major...
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Global Strategy: Opportunities Within Mobile Payments, Metals & Mining, and Utilities
We believe the secular mobile payments theme has room to run, and we expect related stocks to continue outperforming... see pages 2-4 for...
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