A new narrative for the Australian dollar (update)
Two months ago, Evidente published a report which suggested that contrary to the RBA's view that the currency remained over-valued, the Australian...
2.4k Views
The New Capital Discipline and the RBA's Line Ball Decision
The Reserve Bank Board meets today, a month after cutting the official cash rate (OCR) by 25 basis points to a multi-decade low of 2.25%. This...
567 Views
(Mostly) Asia M&A, Nov 2025 Wrap: Qube, Forum Engineering, National Storage REIT, Star Micronics
For the month of November, 8 new deals were discussed on Smartkarma with an overall deal size of ~US$10bn. The average premium for the new deals...
511 Views
Iress (IRE AU): Suitors Engaged, But (Still) Nothing Firm
Iress is still very much a target (Blackstone, Bain, Thomo Bravo are just some possible suitors). I'd be inclined to pick up shares here, and on...
450 Views
Last Week In Event SPACE: 3SBio/Mandi, CATL, Grindr, Mandarin Oriental
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
543 Views