AmpGFX - RBA Cut the Obvious Decision
We think the case is clear for the RBA to cut rates tomorrow and are predicting this outcome. The much lower core inflation reading, evidence of...
448 Views
Merger Arb Mondays (06 Apr) - Skyworth, ENN, Qoria, Bluescope, Emmerson, Taiyo, MCJ, Sankei, Egrand
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
352 Views
AmpGFX - AUD in No Man's Land, Political and Economic Risks Remain Elevated
Domestic Australian factors are being overshadowed by global developments. These global drivers account for both its rapid rebound over the last...
613 Views
Asia-Pac M&A Weekly Wrap: Taiyo Holdings, TKG Aikang, ENN Energy, Bright Smart Sec, Toyota Indd
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
366 Views
What the Capex Cliff Means for Australia's 'Big Short'
In the past week, two bottom up developments have dominated the financial market news flow in Australia: the belated announcement of CEO...
591 Views