Second Half 2017 Outlook: Where to from Here?
Our investment strategy remains closely linked to the normalisation of interest rates globally and the domestic cash rate on hold. Ā Our expectation...
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Bendigo Bank (BEN AU) Vs Macquarie (MQG AU): David Vs Goliath Pair Trade Setup Ahead of Earnings
9% target return in a pair trade as the largeāsmall bank spread widens, with Macquarieās upcoming earnings a key catalyst for this mean-reversion...
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ASX Banks: May Earnings Could Widen Relative Value Dislocations
ASX bank earnings are approaching, with the Big Four set to report in the first half of May. Recent moves already point to relative value...
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BBSP Equity Asia Weekly Research 31 May 2017
Mid-Term Country Allocation (Tactical view) in terms of RV vs MXAPThis week:ā¢ Signals for a new tactical opportunity: Upgrade on Kospi to āIncrease...
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S&P Australian Bank Rating Downgrade Analysis
On the 22nd of May 2017, Standard and Poor's (S&P) announced that 23 Banks (both domestic and foreign branches) operating in Australia will be...
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