What the Capex Cliff Means for Australia's 'Big Short'
In the past week, two bottom up developments have dominated the financial market news flow in Australia: the belated announcement of CEO...
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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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Tame Inflation data and the bond market signal that the yield trade is yet to run its course
As with most macroeconomic releases, there was something for everyone in today’s December quarter CPI. For the doves, the precipitous fall in...
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Equity Strategy NZ–India FTA — An Early Christmas Present
Within our research coverage, we view Scales Corporation (SCL) as the most positively exposed to this agreement, both near term and long term.
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The A2 Milk Company - The Milk Has Frothed Over
We estimate the current share price implies long-term China Infant Formula (IF) market share of ~13% versus our FY26 estimate of ~7%, with our...
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