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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Dear Banker, Please Don't Mess with Mr Stevens
During the reporting season, Evidente will be providing regular updates of the key themes emerging from company announcements, as well as...
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Monetary policy no villain
The interbank futures market is right to expect that the RBA will leave policy unchanged at the August board meeting. In this post, I suggest that...
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Dissecting Quality: Earnings Revision Strategies in Australia
It is widespread practice for asset managers to tout their ability to identify and invest in quality stocks. But there is tremendous disagreement...
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Australia could do with more demand growth, but monetary policy to remain on hold...for now
The overwhelming consensus is that the RBA will leave the official cash rate (OCR) unchanged at 2% at this week's board meeting. Interbank cash...
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