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...
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A$ buy signal strengthens | Investment case against Brambles
This post provides an update of Evidente’s currency model. Under-valuation of the A$/US$ has now reached an extreme, while the Big Mac index also...
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Weekly Impressions
The S&P500 moved sharply lower overnight, shedding 3% apparently on continued concerns about China's future growth prospects. Despite the...
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Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
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Transurban (TCL AU): Are Offshore Buyers on the Road Again?
The current offer for Asciano and upcoming infrastructure assets in Australia will see more foreign companies look to Australian shores for quality...
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