A Lame-Duck Christmas Retail Period in Oz
Stay underweight bricks and mortar retail. Our model portfolio is underweight retail, despite the sector having attractive valuations. We argued...
140 Views
Australian Credit: Is There Value Left in the Woolworths Turnaround?
Since the introduction of its new management team in February 2016 and abandonment of its failed venture into the Australian home improvement...
138 Views
Australian Department Stores Are Going Out of Fashion
The department store sector faces downsizing amid declining foot traffic and a material uptick in external competitionTimes are tough for...
124 Views
Equity Asia Weekly Research - 11 Oct 2017
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAPWhat's new from last week• Although ASX remains within its 3-month...
287 Views
Second Half 2017 Outlook: Where to from Here?
Our investment strategy remains closely linked to the normalisation of interest rates globally and the domestic cash rate on hold. Our expectation...
121 Views