Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
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Ainsworth Is Leveraging Local Expertise into Overseas Territories.
We update our Ainsworth Game Technology forecasts for the recently completed Nova Technologies acquisition.Our AUD 3.70 per share fair value and...
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Interim Result a Sideshow as Patriarch of Ainsworth GameTechnology Reveals Willingness to Sell
Ainsworth Game Technology's first-half fiscal 2016 result was overshadowed by majority shareholder Len Ainsworth's decision to offload his 53%...
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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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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...
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