Long-Term Bullish Inflections For Hang Seng, DAX, MSCI EM, & Bloomberg Commodity Index
The number of major country indexes showing major bullish inflections continues to grow. Broad commodities also breaking a 12.5-year downtrend....
281 Views
Aussie Equities Month in Review (September 2019)
The ASX 200 shrugged off a poor reporting season and another barrage of downgrades in September to gain 1.8% during the month. Higher bond yields...
426 Views
Aussie Equities Month in Review (March 2019)
Australia underperformed the global benchmark due to Financials after their strong post-Royal-Commission-led rally. Trade protagonists China...
523 Views
Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
361 Views
Aussie Reporting Season Wrap: Growth Stocks Reign Supreme
FY18 reporting season was solid with 56% of stocks reporting either better-than-expected or in-line underlying earnings. Revenue growth was...
311 Views