Global Ex-US Rally Underway - But Will It Last?
Coming off of oversold levels, the recent USD pullback to the prior breakout level over the last week has led to a reprieve for broad MSCI EAFE,...
538 Views
Aussie Reporting Season Update: Cracks in the Mirror
Solid Earnings Momentum Hits a Brick Wall. It’s still early days, with only 40% of stocks reporting during the first 2 weeks of reporting season,...
476 Views
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...
243 Views
Australian FY17 Reporting Season: When Reality Bites
Pushing up the payout ratio in a falling interest rate environment has been rewarding in the past 6 years. However, this reporting season revealed...
221 Views
Rail's Prevalence in New Contracts Could Mean the Market's Midterm Outlook Is Overdone
No-moat Downer shares have been in the ascendancy for approximately two years now, up 135% from the sub-AUD 3.00 lows in late 2015. That’s despite...
219 Views