Re-Rating Hinges on Another Half of Strong Cash Flow Performance
STW Communications' size belies the fact that it is a collection of 80-odd individual, largely autonomous, businesses. While a model that fosters...
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A new narrative for the Australian dollar (update)
Two months ago, Evidente published a report which suggested that contrary to the RBA's view that the currency remained over-valued, the Australian...
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The New Capital Discipline and the RBA's Line Ball Decision
The Reserve Bank Board meets today, a month after cutting the official cash rate (OCR) by 25 basis points to a multi-decade low of 2.25%. This...
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