Aussie Wages Growth: It Will Come, Be Patient
Stay Underweight Discretionary Retail. In our note dated 2 February 2018, “Going into Survival Mode: The Rush to Innovate”, we described the...
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A Lame-Duck Christmas Retail Period in Oz
Stay underweight bricks and mortar retail. Our model portfolio is underweight retail, despite the sector having attractive valuations. We argued...
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Australian Department Stores Are Going Out of Fashion
The department store sector faces downsizing amid declining foot traffic and a material uptick in external competitionTimes are tough for...
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Has Amazon Delayed Its Launch in Australia? The Near-Term Implications for Retailers
Summary:Amazon.com Inc (AMZN US) trial-launched its marketplace offer on Thursday according to Reuters yet has still not launched its website on...
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Taking the Pulse of ASX Shorts
In the Aussie stock market, short positioning momentum appears to be easing even though the number of shorts is at its pre-August reporting season...
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