Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
682 Views
Australian Retail Sector Review
Following the recent release of retail trade data for the 2016 calendar year, Evidente has undertaken a review of Australia’s retail sector. ...
176 Views
Australian Discretionary Retailers Defy Record Low Wage Growth - Retain Overweight
Over the past 18 months, Evidente has recommended that Australian focussed investors have an overweight bet in discretionary retailers,...
200 Views
Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
337 Views
Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
764 Views