A Closer Look at the Cut to Payout
In our post-reporting season note, we highlighted how payout ratios were cut in FY17 but guided to rebound in FY18. The additional capital from...
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Clouds Ahead for Foreign Aircraft Sales in China?
Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace...
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Thailand's Troubled Transition
Harrison Cheng, Senior Analyst-South East Asia, Control Risks shares his insights on how political instability in Thailand will increase in 2017 on...
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Australia's Housing Revolution Continues, but for How Much Longer?
A lift in new dwelling investment to a record high has underpinned Australia's current housing expansion. The revolution in Australian housing...
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Recent Resilience of the Capital Goods Industry
Stocks categorised to the Capital Goods Industry are involved in a wide range of manufacturing and distribution activities. The majority of...
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