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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A new narrative for the Australian dollar (update)
Two months ago, Evidente published a report which suggested that contrary to the RBA's view that the currency remained over-valued, the Australian...
2.4k Views
The New Capital Discipline and the RBA's Line Ball Decision
The Reserve Bank Board meets today, a month after cutting the official cash rate (OCR) by 25 basis points to a multi-decade low of 2.25%. This...
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ASX Short Interest Weekly (Mar 6th): Qantas Airways, Santos, Ramsay Health Care, Coles
We analyzed ASX short interest report for the past week and highlight short interest changes in Qantas Airways, Santos, Ramsay Health Care, Coles,...
244 Views
ASX Short Interest Weekly (Feb 27th): Capricorn Metals, BHP, Electro Optic Systems
We analyzed ASX short interest report for the past week and highlight short interest changes in Capricorn Metals, BHP, Electro Optic Systems,...
276 Views