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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Australia's Housing Revolution Continues, but for How Much Longer?
A lift in new dwelling investment to a record high has underpinned Australia's current housing expansion. The revolution in Australian housing...
2k Views
CommStream Capital Limited Interview: Insight From Australia's First Agricultural Streaming Company
Today I am speaking with Simon Skerrett, COO and Co-founder of CommStream Capital Limited, Australia's first agricultural streaming company which...
4.6k Views
Shares Overcook Potential for a Mining Services Turnaround
We think the market, on balance, is too optimistic on the outlook for the mining services sector, with an average 34% overvaluation for the nine...
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Infrastructure Assets to Benefit from the New Normal of Low and Slow
A recent speech from Vice Chairman Stanley Fischer suggests that the secular decline in the neutral rate of interest is guiding the Fed’s view and...
685 Views