Aussie Equities Model Portfolio Update
Australia is in a sweet spot. We are sticking to the themes and sector positioning outlined in our 2018 outlook. Â We still think the ASX200 will...
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One Swallow Does Not a Summer Make for Housing, but Spring Has Arrived for Infrastructure Spending
Australia’s November housing approvals were surprisingly strong, with 17.1% growth on the previous corresponding period, or pcp, to 22,532 units....
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Aussie Equities 2018: In a Sweetspot
Australia is in a sweet spot. We forecast the ASX200 to rise 9% to 6630pts underpinned by a 1pt increase in the PE multiple to 16.9pts and a...
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Wagners IPO: At the Sweet Spot of Queensland Infra Spending
Wagners, a leading construction material player in Queensland, Australia, is listing on the ASX in a total offering of USD 150m. In this insight,...
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Taking the Pulse of ASX Shorts
In the Aussie stock market, short positioning momentum appears to be easing even though the number of shorts is at its pre-August reporting season...
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