Breaking the Bank
Balance sheet strength, management acuity, and regulatory systems matter more for financial services firms than other stock sectors. Financial...
196 Views
Weekly Impressions
The key company announcement during the week in Australia came from Woodside Petroleum, that it had provided Oil Search a confidential, all scrip,...
332 Views
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...
302 Views
Corporate Loan Seasoning in Chinese and Australian Banks
It is the chunky corporate loans that are most bothersome to banks, as an economy slows.This is one reason that risk-weightings tend to be fairly...
364 Views
Weekly Impressions
In the second weekly wrap of top-down and bottom-up developments during Australia’s reporting season, Evidente discusses the PBOC’s rationale for...
270 Views