Best of Smartkarma: The Guest Editor's Cut #22
Welcome to the 22nd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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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...
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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...
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A new narrative for the Australian dollar in a zirped-up world
The RBA’s recent communications continue to draw attention to the central bank’s view that the Australian dollar remains relatively high given the...
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JB Hi-Fi's Re-Rating Triggers Valuation Dilemma
Another earnings result 'beat' by JB Hi-Fi was not enough to prevent the shares from selling-off on the day. Over-reaction? The debate is alive.
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