Aussie Equities Reporting Season Wrap: March 2019
Australia rallied strongly through a relatively solid reporting season, with the benchmark ASX 200 posting a strong 6% gain in the month. EPS was...
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Global Bottoming Process Continues; Remain Overweight China
The MSCI ACWI and ACWI ex-US have managed to break above their respective 200-day moving averages, and are now bumping up against overhead...
742 Views
Australian FY17 Reporting Season: When Reality Bites
Pushing up the payout ratio in a falling interest rate environment has been rewarding in the past 6 years. However, this reporting season revealed...
271 Views
Australia's Housing Revolution Continues, but for How Much Longer?
A lift in new dwelling investment to a record high has underpinned Australia's current housing expansion. The revolution in Australian housing...
2k Views
CommStream Capital Limited Interview: Insight From Australia's First Agricultural Streaming Company
Today I am speaking with Simon Skerrett, COO and Co-founder of CommStream Capital Limited, Australia's first agricultural streaming company which...
4.6k Views