ASX100/200/300 Index Rebalance Preview: Big Impact & Large Shorts
There are a lot of changes expected across the ASX100, 200 & 300 indices at the September rebalance. A lot of those stocks will have a large impact...
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ASX300 Sep 2021 Index Rebalance Preview: Changes Galore
There could be 8 adds and 5 deletes to the ASX300 index at the September rebalance. The stocks have moved but the index is not very widely tracked,...
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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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The New Capital Discipline and the RBA's Line Ball Decision
The Reserve Bank Board meets today, a month after cutting the official cash rate (OCR) by 25 basis points to a multi-decade low of 2.25%. This...
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