Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
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Lifting The Lid On Warren Buffett's Investment Secrets (Update)
In May, I published a report citing recent journal literature that sought to decompose Buffett’s Alpha. The authors attribute Warren Buffett’s...
629 Views
Bangkok Dusit Medical: The Risks of the Big Ramp Up
Thailand's Bangkok Dusit Medical Services is in the midst of a program to increase its network to 50 hospitals from 42 currently (35 in 2014)...
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Healthscope: Cuffs are off
Australia’s second largest private hospital operator reported its first full year result since listing a year, broadly meeting its key prospectus...
412 Views
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...
427 Views