Aussie Consumers: Tough Shopping in a Down Market
Looking for Defensive Earnings in the Sector is Getting Tougher. We raised the bar on defence in our latest model portfolio update and added TME...
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Aussie Retail Investors: Don't Be Fooled by Amazon's Slow Start
So far, Australian retailers haven't felt Amazon.com Inc (AMZN US) AU's presence, but the threat is real.Amazon AU Forcing Traditional Retailers to...
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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...
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Holding the Reigns on Aussie Value Stocks
Stick to Growth. Growth has outperformed Value by 10%pts year-to-date and we expect its outperformance to continue for the remainder of the year,...
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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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