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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Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
935 Views
A less cautious consumer: Good news for discretionary retailers (finally!)
In a blog post last year, I wrote of the lost decade for discretionary retailers; expected profitability was little changed from ten years...
520 Views
Nine To Take Control of Macquarie Media
In July last year, Nine Entertainment Co Holdings (NEC AU) and Fairfax Media (FXJ AU) entered into a Scheme Implementation Agreement (discussed in...
688 Views
Macq Media In The Crosshairs As Fairfax Merger Completes
Late last week, Australian media reported that preliminary discussions were underway between Nine Entertainment Co Holdings (NEC AU) and Macquarie...
726 Views