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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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...
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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...
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Clear Media: Comp Doc Out. Done Deal. Payment 19 May
On the 31 March, Clear Media Ltd (100 HK)-management-led Ever Harmonic made a voluntary cash offer for Clear at HK$7.12/share, a 50.21% premium to...
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Clear Media: Done Deal From Alibaba & Co.
After four months of negotiation, a firm Offer for Clear Media Ltd (100 HK) has been announced. In my short-lived insight yesterday (Clear Media:...
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