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...
504 Views
Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
935 Views
A less cautious consumer: Good news for discretionary retailers (finally!)
In a blog post last year, I wrote of the lost decade for discretionary retailers; expected profitability was little changed from ten years...
520 Views
Quiddity M&A Guide 2026: Australia
This insight is part of a series of M&A guides our Quiddity* team are publishing to aid investors in understanding the rules, parameters,...
312 Views
Quiddity Leaderboard ASX Dec25: Reference Period Ending Soon; Some Surprises Possible
We have revised our expectations for ASX 100 (please see discussion point below the insight). These are our final expectations for the December...
743 Views